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)512,263,824.0
- RAUM (discretionary)512,263,824.0
- Actionable assets125,773,266.0
- Accounts (total)2,709.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM4,498,383.0
- HNW AUM108,188,615.0