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)676,865,708.0
- RAUM (discretionary)676,865,708.0
- Actionable assets600,215,362.0
- Accounts (total)1,434.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM5,971,267.0
- HNW AUM591,953,085.0