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)239,308,951.0
- RAUM (discretionary)239,308,951.0
- Actionable assets226,241,652.0
- Accounts (total)438.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM10,285,833.0
- HNW AUM193,292,397.0