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)842,643,716.0
- RAUM (discretionary)839,326,630.0
- Actionable assets670,745,485.0
- Accounts (total)3,082.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM—
- HNW AUM670,287,835.0