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)578,353,657.0
- RAUM (discretionary)558,538,914.0
- Actionable assets375,714,322.0
- Accounts (total)1,620.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM—
- HNW AUM371,189,322.0