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)654,135,405.0
- RAUM (discretionary)654,135,405.0
- Actionable assets604,394,907.0
- Accounts (total)2,229.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM2,430,288.0
- HNW AUM290,556,619.0