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)565,467,485.0
- RAUM (discretionary)20,011,421.0
- Actionable assets449,843,643.0
- Accounts (total)1,739.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM31,927,387.0
- HNW AUM399,069,381.0