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)349,092,148.0
- RAUM (discretionary)224,753,833.0
- Actionable assets323,114,709.0
- Accounts (total)379.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM200,593.0
- HNW AUM322,753,567.0