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)375,236,504.0
- RAUM (discretionary)370,156,520.0
- Actionable assets256,068,040.0
- Accounts (total)1,605.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM15,229,196.0
- HNW AUM239,054,827.0