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)205,614,126.0
- RAUM (discretionary)204,469,681.0
- Actionable assets175,406,921.0
- Accounts (total)249.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM374,096.0
- HNW AUM174,907,532.0