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)276,561,254.0
- RAUM (discretionary)276,554,504.0
- Actionable assets237,441,103.0
- Accounts (total)646.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM800,193.0
- HNW AUM236,564,405.0