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)378,789,093.0
- RAUM (discretionary)364,972,183.0
- Actionable assets265,371,246.0
- Accounts (total)1,518.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM92,029.0
- HNW AUM265,279,217.0