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)696,599,707.0
- RAUM (discretionary)696,599,707.0
- Actionable assets646,443,139.0
- Accounts (total)1,195.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM13,669,787.0
- HNW AUM632,773,352.0