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)407,798,574.0
- RAUM (discretionary)9,811,504.0
- Actionable assets406,397,232.0
- Accounts (total)88.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM6,812,496.0
- HNW AUM399,584,736.0