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)794,868,883.0
- RAUM (discretionary)704,087,719.0
- Actionable assets771,391,518.0
- Accounts (total)508.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM20,951,301.0
- HNW AUM747,310,549.0