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)482,512,401.0
- RAUM (discretionary)454,507,917.0
- Actionable assets382,878,658.0
- Accounts (total)1,389.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM47,694.0
- HNW AUM382,830,964.0