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)256,942,795.0
- RAUM (discretionary)256,833,150.0
- Actionable assets55,056,212.0
- Accounts (total)918.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM407,894.0
- HNW AUM54,648,318.0