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)273,874,914.0
- RAUM (discretionary)273,874,914.0
- Actionable assets230,125,554.0
- Accounts (total)493.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM8,254,659.0
- HNW AUM221,870,895.0