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)285,845,649.0
- RAUM (discretionary)244,515,843.0
- Actionable assets224,350,130.0
- Accounts (total)553.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM10,773.0
- HNW AUM224,339,357.0