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)330,922,755.0
- RAUM (discretionary)330,922,755.0
- Actionable assets198,300,263.0
- Accounts (total)1,395.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM143,858.0
- HNW AUM198,156,405.0