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)633,441,344.0
- RAUM (discretionary)633,441,344.0
- Actionable assets508,546,651.0
- Accounts (total)1,166.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM9,600,180.0
- HNW AUM489,164,716.0