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)525,088,349.0
- RAUM (discretionary)524,515,353.0
- Actionable assets350,410,866.0
- Accounts (total)2,840.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM356,925.0
- HNW AUM350,053,941.0