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)605,176,009.0
- RAUM (discretionary)605,176,009.0
- Actionable assets571,492,787.0
- Accounts (total)144.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM26,945,067.0
- HNW AUM535,136,252.0