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)201,998,851.0
- RAUM (discretionary)192,981,223.0
- Actionable assets190,412,380.0
- Accounts (total)268.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM10,812,409.0
- HNW AUM179,599,971.0