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)372,850,842.0
- RAUM (discretionary)371,129,723.0
- Actionable assets254,197,781.0
- Accounts (total)1,414.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM44,489,387.0
- HNW AUM209,708,394.0