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)755,720,449.0
- RAUM (discretionary)755,720,449.0
- Actionable assets720,543,085.0
- Accounts (total)1,331.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,845,294.0
- HNW AUM697,206,848.0