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)200,051,002.0
- RAUM (discretionary)200,051,002.0
- Actionable assets142,519,806.0
- Accounts (total)747.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM22,798,210.0
- HNW AUM119,721,596.0