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)314,984,659.0
- RAUM (discretionary)2,471,826.0
- Actionable assets75,314,888.0
- Accounts (total)325.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM53,436.0
- HNW AUM70,268,460.0