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)1,054,881,782.0
- RAUM (discretionary)229,712,600.0
- Actionable assets53,074,762.0
- Accounts (total)26.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM4,431,955.0
- HNW AUM48,642,807.0