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)404,771,341.0
- RAUM (discretionary)28,504,457.0
- Actionable assets149,847,658.0
- Accounts (total)1,540.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM—
- HNW AUM149,847,658.0