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)262,576,303.0
- RAUM (discretionary)96,190,298.0
- Actionable assets261,099,383.0
- Accounts (total)16.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM101,379,684.0
- HNW AUM159,719,699.0