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)361,883,561.0
- RAUM (discretionary)156,333,460.0
- Actionable assets341,299,772.0
- Accounts (total)664.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,304,783.0
- HNW AUM339,994,989.0