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)225,001,496.0
- RAUM (discretionary)210,341,702.0
- Actionable assets221,393,423.0
- Accounts (total)100.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM37,229,086.0
- HNW AUM115,405,672.0