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)508,939,132.0
- RAUM (discretionary)507,065,748.0
- Actionable assets161,875,716.0
- Accounts (total)4,217.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM—
- HNW AUM161,875,716.0