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)411,343,565.0
- RAUM (discretionary)411,343,565.0
- Actionable assets349,740,530.0
- Accounts (total)504.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM3,124,291.0
- HNW AUM339,531,923.0