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)282,353,767.0
- RAUM (discretionary)282,353,767.0
- Actionable assets270,922,614.0
- Accounts (total)274.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM3,742,041.0
- HNW AUM267,180,573.0