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)639,384,881.0
- RAUM (discretionary)341,158,515.0
- Actionable assets459,143,656.0
- Accounts (total)2,728.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM4,481,308.0
- HNW AUM454,662,348.0