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)466,827,500.0
- RAUM (discretionary)452,785,500.0
- Actionable assets241,748,500.0
- Accounts (total)971.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM10,324,000.0
- HNW AUM231,424,500.0