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)268,725,642.0
- RAUM (discretionary)268,725,642.0
- Actionable assets250,647,302.0
- Accounts (total)277.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM21,222,238.0
- HNW AUM229,424,521.0