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)356,825,630.0
- RAUM (discretionary)264,206,733.0
- Actionable assets352,332,946.0
- Accounts (total)249.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM3,786,122.0
- HNW AUM321,611,417.0