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)599,186,467.0
- RAUM (discretionary)41,644,935.0
- Actionable assets480,910,236.0
- Accounts (total)1,832.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM—
- HNW AUM480,910,236.0