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)770,787,222.0
- RAUM (discretionary)770,787,222.0
- Actionable assets491,535,086.0
- Accounts (total)2,625.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM4,397,719.0
- HNW AUM487,137,367.0