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)496,527,070.0
- RAUM (discretionary)466,830,200.0
- Actionable assets365,501,615.0
- Accounts (total)2,126.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM3,999,547.0
- HNW AUM361,502,068.0