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)615,867,019.0
- RAUM (discretionary)614,106,157.0
- Actionable assets553,597,105.0
- Accounts (total)1,239.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM12,128,046.0
- HNW AUM541,469,059.0