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)605,040,407.0
- RAUM (discretionary)575,537,058.0
- Actionable assets545,866,551.0
- Accounts (total)1,009.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM—
- HNW AUM504,485,146.0