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)940,749,181.0
- RAUM (discretionary)940,749,181.0
- Actionable assets775,295,593.0
- Accounts (total)545.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM19,761,744.0
- HNW AUM745,847,316.0