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)347,231,078.0
- RAUM (discretionary)347,231,078.0
- Actionable assets282,062,346.0
- Accounts (total)962.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,069,346.0
- HNW AUM280,993,000.0