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)662,711,005.0
- RAUM (discretionary)635,886,096.0
- Actionable assets454,367,080.0
- Accounts (total)1,950.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,251,209.0
- HNW AUM453,115,871.0