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)648,435,946.0
- RAUM (discretionary)644,021,726.0
- Actionable assets502,433,427.0
- Accounts (total)1,429.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM3,503,190.0
- HNW AUM495,911,684.0