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)983,057,000.0
- RAUM (discretionary)983,057,000.0
- Actionable assets979,369,000.0
- Accounts (total)382.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM81,863,000.0
- HNW AUM885,036,000.0