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)703,091,658.0
- RAUM (discretionary)700,770,748.0
- Actionable assets530,453,770.0
- Accounts (total)1,185.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM—
- HNW AUM530,453,770.0