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)232,901,370.0
- RAUM (discretionary)201,399,505.0
- Actionable assets201,843,475.0
- Accounts (total)659.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM834,142.0
- HNW AUM197,906,175.0