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)510,193,622.0
- RAUM (discretionary)510,193,622.0
- Actionable assets250,936,603.0
- Accounts (total)3,237.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM—
- HNW AUM250,936,603.0