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)651,848,450.0
- RAUM (discretionary)0.0
- Actionable assets651,848,450.0
- Accounts (total)316.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM126,862,264.0
- HNW AUM524,986,186.0