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)242,793,200.0
- RAUM (discretionary)210,293,200.0
- Actionable assets198,793,200.0
- Accounts (total)614.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM22,500,000.0
- HNW AUM176,293,200.0