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)533,282,700.0
- RAUM (discretionary)458,354,394.0
- Actionable assets496,768,553.0
- Accounts (total)1,662.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM2,689,897.0
- HNW AUM494,078,656.0