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)250,743,936.0
- RAUM (discretionary)248,316,064.0
- Actionable assets187,811,819.0
- Accounts (total)914.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM864,360.0
- HNW AUM186,947,459.0