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)325,688,139.0
- RAUM (discretionary)323,282,834.0
- Actionable assets292,444,220.0
- Accounts (total)660.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM4,074,227.0
- HNW AUM288,369,993.0