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)203,505,075.0
- RAUM (discretionary)194,195,794.0
- Actionable assets159,459,089.0
- Accounts (total)493.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM6,523,270.0
- HNW AUM152,935,819.0