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)220,212,292.0
- RAUM (discretionary)202,735,977.0
- Actionable assets202,035,209.0
- Accounts (total)340.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,080,547.0
- HNW AUM200,764,700.0