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)221,379,574.0
- RAUM (discretionary)221,180,153.0
- Actionable assets61,175,564.0
- Accounts (total)335.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM786,024.0
- HNW AUM60,389,540.0