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)644,083,351.0
- RAUM (discretionary)430,118,536.0
- Actionable assets575,620,030.0
- Accounts (total)1,079.0
Institutional Clients
- Government AUM—
- Pension AUM276,786,311.0
- Charitable AUM—
- HNW AUM291,776,719.0