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)389,159,406.0
- RAUM (discretionary)388,961,541.0
- Actionable assets380,141,597.0
- Accounts (total)721.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM894,566.0
- HNW AUM378,716,727.0