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)352,817,232.0
- RAUM (discretionary)266,418,588.0
- Actionable assets255,205,324.0
- Accounts (total)1,679.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM16,092,449.0
- HNW AUM238,212,962.0