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)981,478,466.0
- RAUM (discretionary)981,478,466.0
- Actionable assets564,193,391.0
- Accounts (total)2,476.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM—
- HNW AUM559,137,821.0