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)401,589,800.0
- RAUM (discretionary)367,220,791.0
- Actionable assets357,410,507.0
- Accounts (total)627.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM655,104.0
- HNW AUM354,017,082.0