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)270,996,007.0
- RAUM (discretionary)267,625,270.0
- Actionable assets223,270,397.0
- Accounts (total)1,357.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM409,703.0
- HNW AUM222,860,694.0