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)859,175,175.0
- RAUM (discretionary)734,254,088.0
- Actionable assets832,795,602.0
- Accounts (total)1,097.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM12,543,086.0
- HNW AUM665,975,587.0