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)279,717,057.0
- RAUM (discretionary)273,274,259.0
- Actionable assets209,151,979.0
- Accounts (total)1,142.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM10,012,871.0
- HNW AUM199,139,108.0