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)400,093,442.0
- RAUM (discretionary)0.0
- Actionable assets332,823,228.0
- Accounts (total)680.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM4,184,985.0
- HNW AUM324,435,291.0