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)425,928,464.0
- RAUM (discretionary)425,928,464.0
- Actionable assets314,498,368.0
- Accounts (total)1,854.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM5,785.0
- HNW AUM301,537,970.0