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)222,308,614.0
- RAUM (discretionary)218,396,098.0
- Actionable assets215,436,011.0
- Accounts (total)158.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM13,779,552.0
- HNW AUM201,181,577.0