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)379,224,979.0
- RAUM (discretionary)374,229,976.0
- Actionable assets373,742,397.0
- Accounts (total)128.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM7,250,070.0
- HNW AUM366,195,482.0