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)241,656,376.0
- RAUM (discretionary)201,384,693.0
- Actionable assets191,557,967.0
- Accounts (total)321.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM8,473,603.0
- HNW AUM182,079,988.0