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)366,520,850.0
- RAUM (discretionary)366,520,850.0
- Actionable assets220,826,448.0
- Accounts (total)1,345.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM3,206,582.0
- HNW AUM211,649,043.0