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)214,095,296.0
- RAUM (discretionary)207,394,119.0
- Actionable assets212,912,399.0
- Accounts (total)1,011.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM—
- HNW AUM15,604,716.0