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)552,244,414.0
- RAUM (discretionary)477,018,526.0
- Actionable assets495,891,290.0
- Accounts (total)798.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM870,034.0
- HNW AUM495,021,256.0