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)400,137,550.0
- RAUM (discretionary)398,286,565.0
- Actionable assets328,122,833.0
- Accounts (total)329.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM129,965,784.0
- HNW AUM198,157,049.0