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)201,430,863.0
- RAUM (discretionary)109,728,470.0
- Actionable assets190,890,724.0
- Accounts (total)45.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM121,573,088.0
- HNW AUM59,979,515.0