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)404,196,381.0
- RAUM (discretionary)404,196,381.0
- Actionable assets397,399,463.0
- Accounts (total)403.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM66,030,044.0
- HNW AUM331,369,419.0