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)455,692,609.0
- RAUM (discretionary)449,698,125.0
- Actionable assets290,222,442.0
- Accounts (total)1,701.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM—
- HNW AUM289,702,766.0