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)450,605,476.0
- RAUM (discretionary)450,605,476.0
- Actionable assets308,013,251.0
- Accounts (total)2,503.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,030,383.0
- HNW AUM288,748,661.0