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)680,293,776.0
- RAUM (discretionary)622,798,230.0
- Actionable assets652,879,841.0
- Accounts (total)1,014.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM—
- HNW AUM652,879,841.0