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)452,733,952.0
- RAUM (discretionary)451,932,463.0
- Actionable assets448,004,081.0
- Accounts (total)279.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM9,611,743.0
- HNW AUM438,392,338.0