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)355,927,184.0
- RAUM (discretionary)355,927,184.0
- Actionable assets328,177,424.0
- Accounts (total)579.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM6,111,058.0
- HNW AUM309,392,675.0