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)477,013,828.0
- RAUM (discretionary)477,013,828.0
- Actionable assets463,112,928.0
- Accounts (total)210.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM13,917,408.0
- HNW AUM317,598,891.0