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)222,749,040.0
- RAUM (discretionary)222,749,040.0
- Actionable assets97,774,631.0
- Accounts (total)1,412.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM650,866.0
- HNW AUM97,123,765.0