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)315,246,629.0
- RAUM (discretionary)305,781,887.0
- Actionable assets294,792,322.0
- Accounts (total)448.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM15,209,863.0
- HNW AUM279,582,459.0