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)257,546,665.0
- RAUM (discretionary)154,792,169.0
- Actionable assets135,364,632.0
- Accounts (total)1,350.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM623,522.0
- HNW AUM132,709,719.0