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)406,916,631.0
- RAUM (discretionary)335,334,122.0
- Actionable assets380,393,697.0
- Accounts (total)801.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM2,355,086.0
- HNW AUM367,673,691.0