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)216,108,289.0
- RAUM (discretionary)179,058,703.0
- Actionable assets119,492,897.0
- Accounts (total)1,404.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM10,147,170.0
- HNW AUM109,345,727.0