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)590,724,118.0
- RAUM (discretionary)518,825,918.0
- Actionable assets315,466,126.0
- Accounts (total)1,413.0
Institutional Clients
- Government AUM—
- Pension AUM9,446,428.0
- Charitable AUM—
- HNW AUM306,019,698.0