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)620,291,414.0
- RAUM (discretionary)620,291,414.0
- Actionable assets591,942,357.0
- Accounts (total)1,214.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM839,316.0
- HNW AUM591,103,041.0