SEC Form ADV (XLSX Metrics)
Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.
Summary
Assets & Accounts
- RAUM (total)905,828,765.0
- RAUM (discretionary)805,275,580.0
- Actionable assets806,198,526.0
- Accounts (total)1,282.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM18,562,508.0
- HNW AUM777,271,650.0