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)375,795,943.0
- RAUM (discretionary)364,805,546.0
- Actionable assets375,795,943.0
- Accounts (total)224.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM16,555,711.0
- HNW AUM359,240,232.0