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)367,640,688.0
- RAUM (discretionary)343,102,158.0
- Actionable assets292,733,374.0
- Accounts (total)1,895.0
Institutional Clients
- Government AUM—
- Pension AUM24,538,530.0
- Charitable AUM—
- HNW AUM259,480,403.0