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)274,482,313.0
- RAUM (discretionary)261,049,076.0
- Actionable assets194,582,997.0
- Accounts (total)1,356.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM3,757,763.0
- HNW AUM187,397,893.0