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)502,560,115.0
- RAUM (discretionary)502,560,115.0
- Actionable assets445,331,662.0
- Accounts (total)272.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM16,895,780.0
- HNW AUM425,218,239.0