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)707,989,699.0
- RAUM (discretionary)707,989,699.0
- Actionable assets697,282,298.0
- Accounts (total)525.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM626,587.0
- HNW AUM696,655,711.0