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)885,560,603.0
- RAUM (discretionary)885,560,603.0
- Actionable assets759,293,458.0
- Accounts (total)1,428.0
Institutional Clients
- Government AUM28,851,636.0
- Pension AUM10,431,857.0
- Charitable AUM—
- HNW AUM720,009,965.0