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)220,524,940.0
- RAUM (discretionary)294,595.0
- Actionable assets220,524,940.0
- Accounts (total)35.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM33,201,578.0
- HNW AUM187,323,362.0