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)204,413,647.0
- RAUM (discretionary)204,166,397.0
- Actionable assets195,519,483.0
- Accounts (total)354.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM10,804,890.0
- HNW AUM184,714,593.0