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)250,791,556.0
- RAUM (discretionary)250,791,556.0
- Actionable assets227,151,900.0
- Accounts (total)557.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM913,567.0
- HNW AUM226,238,333.0