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)466,993,705.0
- RAUM (discretionary)465,780,432.0
- Actionable assets229,802,497.0
- Accounts (total)2,117.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,129,686.0
- HNW AUM226,719,115.0