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)460,740,848.0
- RAUM (discretionary)460,740,848.0
- Actionable assets375,464,128.0
- Accounts (total)1,447.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM31,640,037.0
- HNW AUM324,977,216.0