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)939,754,193.0
- RAUM (discretionary)939,754,193.0
- Actionable assets895,541,705.0
- Accounts (total)8.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM194,341,421.0
- HNW AUM—