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)467,699,208.0
- RAUM (discretionary)467,699,208.0
- Actionable assets448,797,389.0
- Accounts (total)145.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM96,317,565.0
- HNW AUM352,479,824.0