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)843,699,361.0
- RAUM (discretionary)843,699,361.0
- Actionable assets826,508,398.0
- Accounts (total)455.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM14,043,318.0
- HNW AUM777,866,754.0