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)429,184,346.0
- RAUM (discretionary)429,181,932.0
- Actionable assets392,837,611.0
- Accounts (total)358.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM5,774,890.0
- HNW AUM387,062,721.0