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)969,207,213.0
- RAUM (discretionary)969,207,213.0
- Actionable assets236,025,572.0
- Accounts (total)5,242.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM2,721,136.0
- HNW AUM222,902,887.0