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)278,104,589.0
- RAUM (discretionary)229,468,659.0
- Actionable assets278,104,589.0
- Accounts (total)109.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM143,859,895.0
- HNW AUM91,095,766.0