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)386,830,730.0
- RAUM (discretionary)386,830,730.0
- Actionable assets223,949,097.0
- Accounts (total)1,796.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM5,267,806.0
- HNW AUM210,777,649.0