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)258,000,100.0
- RAUM (discretionary)258,000,100.0
- Actionable assets256,036,850.0
- Accounts (total)122.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM9,699,169.0
- HNW AUM246,337,681.0