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)345,016,442.0
- RAUM (discretionary)345,016,442.0
- Actionable assets276,434,867.0
- Accounts (total)968.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM845,765.0
- HNW AUM271,164,272.0