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)310,632,477.0
- RAUM (discretionary)257,724,796.0
- Actionable assets271,025,587.0
- Accounts (total)472.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM4,602,957.0
- HNW AUM266,147,654.0