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)598,645,365.0
- RAUM (discretionary)572,083,560.0
- Actionable assets551,952,963.0
- Accounts (total)769.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM3,001,751.0
- HNW AUM548,951,212.0