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)326,381,640.0
- RAUM (discretionary)265,793,692.0
- Actionable assets234,374,845.0
- Accounts (total)925.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM4,035,400.0
- HNW AUM230,339,445.0