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)392,518,934.0
- RAUM (discretionary)392,518,934.0
- Actionable assets237,383,027.0
- Accounts (total)2,319.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM8,168,510.0
- HNW AUM212,265,326.0