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)507,774,364.0
- RAUM (discretionary)507,774,364.0
- Actionable assets443,184,340.0
- Accounts (total)853.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,990,974.0
- HNW AUM441,142,245.0