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)243,356,127.0
- RAUM (discretionary)243,356,127.0
- Actionable assets196,236,149.0
- Accounts (total)412.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM473,715.0
- HNW AUM194,824,156.0