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)629,939,767.0
- RAUM (discretionary)629,939,767.0
- Actionable assets308,659,617.0
- Accounts (total)2,834.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM2,678,125.0
- HNW AUM299,145,289.0