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)854,611,068.0
- RAUM (discretionary)410,598,019.0
- Actionable assets854,611,068.0
- Accounts (total)27.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM96,500,812.0
- HNW AUM292,484,337.0