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)251,823,085.0
- RAUM (discretionary)250,297,498.0
- Actionable assets230,675,420.0
- Accounts (total)402.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,125,057.0
- HNW AUM228,425,385.0