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)363,756,323.0
- RAUM (discretionary)245,821,129.0
- Actionable assets340,062,250.0
- Accounts (total)488.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM225,852.0
- HNW AUM339,836,398.0