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)395,721,879.0
- RAUM (discretionary)395,193,179.0
- Actionable assets185,999,857.0
- Accounts (total)1,376.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM4,989,778.0
- HNW AUM181,010,079.0