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)635,527,528.0
- RAUM (discretionary)635,527,528.0
- Actionable assets553,480,756.0
- Accounts (total)1,322.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM5,054,626.0
- HNW AUM545,368,255.0