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)459,346,139.0
- RAUM (discretionary)459,346,139.0
- Actionable assets387,506,657.0
- Accounts (total)916.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM14,089,688.0
- HNW AUM373,416,969.0