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)487,810,150.0
- RAUM (discretionary)487,810,150.0
- Actionable assets427,352,184.0
- Accounts (total)950.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM2,645,562.0
- HNW AUM424,706,622.0