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)787,168,473.0
- RAUM (discretionary)787,168,473.0
- Actionable assets715,939,353.0
- Accounts (total)433.0
Institutional Clients
- Government AUM8,888,785.0
- Pension AUM14,441,664.0
- Charitable AUM9,001,610.0
- HNW AUM683,607,294.0