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)352,031,453.0
- RAUM (discretionary)337,771,207.0
- Actionable assets274,053,362.0
- Accounts (total)1,335.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM10,977,939.0
- HNW AUM260,860,532.0