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)526,954,973.0
- RAUM (discretionary)42,558,991.0
- Actionable assets526,954,973.0
- Accounts (total)40.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM33,913,060.0
- HNW AUM493,041,913.0