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)218,439,946.0
- RAUM (discretionary)187,493,615.0
- Actionable assets205,496,754.0
- Accounts (total)88.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM9,746,446.0
- HNW AUM115,567,032.0