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)277,561,713.0
- RAUM (discretionary)277,561,713.0
- Actionable assets199,480,195.0
- Accounts (total)647.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM3,637,191.0
- HNW AUM185,201,090.0