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)908,527,735.0
- RAUM (discretionary)166,750,617.0
- Actionable assets908,527,735.0
- Accounts (total)115.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM5,200,204.0
- HNW AUM903,327,531.0