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)361,392,640.0
- RAUM (discretionary)321,570,802.0
- Actionable assets226,915,687.0
- Accounts (total)113.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,428,969.0
- HNW AUM225,486,718.0