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)337,159,657.0
- RAUM (discretionary)277,413,565.0
- Actionable assets308,295,155.0
- Accounts (total)405.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM7,066,539.0
- HNW AUM276,389,783.0