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)421,489,352.0
- RAUM (discretionary)415,709,352.0
- Actionable assets421,489,352.0
- Accounts (total)1,138.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM214,551,402.0
- HNW AUM167,722,316.0