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)497,259,027.0
- RAUM (discretionary)497,259,027.0
- Actionable assets466,788,860.0
- Accounts (total)277.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM192,332,325.0
- HNW AUM274,456,535.0