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)387,443,206.0
- RAUM (discretionary)232,906,799.0
- Actionable assets387,443,206.0
- Accounts (total)68.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM7,222.0
- HNW AUM228,464,129.0