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)209,634,560.0
- RAUM (discretionary)209,590,898.0
- Actionable assets110,102,148.0
- Accounts (total)1,834.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM7,403,124.0
- HNW AUM100,897,107.0