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)595,946,643.0
- RAUM (discretionary)595,946,643.0
- Actionable assets522,794,555.0
- Accounts (total)1,266.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM9,350,305.0
- HNW AUM447,386,063.0