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)878,846,223.0
- RAUM (discretionary)819,510,527.0
- Actionable assets699,766,678.0
- Accounts (total)1,644.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM—
- HNW AUM699,766,678.0