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)323,198,503.0
- RAUM (discretionary)281,709,594.0
- Actionable assets305,289,664.0
- Accounts (total)467.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM769,179.0
- HNW AUM304,291,641.0