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)285,662,327.0
- RAUM (discretionary)285,476,281.0
- Actionable assets218,118,634.0
- Accounts (total)540.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM2,837,811.0
- HNW AUM214,748,461.0