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)235,964,765.0
- RAUM (discretionary)217,874,383.0
- Actionable assets157,362,469.0
- Accounts (total)1,180.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM2,214,229.0
- HNW AUM153,534,521.0