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)497,216,850.0
- RAUM (discretionary)497,216,850.0
- Actionable assets497,216,850.0
- Accounts (total)93.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM24,878,528.0
- HNW AUM31,254,886.0