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)663,769,999.0
- RAUM (discretionary)657,816,580.0
- Actionable assets572,563,547.0
- Accounts (total)1,779.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM152,999.0
- HNW AUM561,701,521.0