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)236,163,322.0
- RAUM (discretionary)233,884,974.0
- Actionable assets197,996,289.0
- Accounts (total)179.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM222,387.0
- HNW AUM197,773,902.0