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)348,126,021.0
- RAUM (discretionary)346,109,947.0
- Actionable assets228,582,210.0
- Accounts (total)1,344.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,380,630.0
- HNW AUM219,575,549.0