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)920,498,000.0
- RAUM (discretionary)725,695,000.0
- Actionable assets638,896,000.0
- Accounts (total)4,108.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,498,000.0
- HNW AUM459,920,000.0