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)331,251,085.0
- RAUM (discretionary)329,128,123.0
- Actionable assets272,248,425.0
- Accounts (total)691.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM802,946.0
- HNW AUM267,920,266.0