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)770,176,152.0
- RAUM (discretionary)770,176,152.0
- Actionable assets578,560,388.0
- Accounts (total)1,964.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM28,971,561.0
- HNW AUM548,228,891.0