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)874,168,625.0
- RAUM (discretionary)874,168,625.0
- Actionable assets774,167,799.0
- Accounts (total)349.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM13,670,740.0
- HNW AUM748,616,135.0