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)840,400,934.0
- RAUM (discretionary)839,124,716.0
- Actionable assets507,739,735.0
- Accounts (total)3,763.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM—
- HNW AUM507,739,735.0