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)251,483,482.0
- RAUM (discretionary)244,297,992.0
- Actionable assets185,697,861.0
- Accounts (total)587.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM33,689,160.0
- HNW AUM152,008,701.0