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)288,037,168.0
- RAUM (discretionary)284,308,831.0
- Actionable assets256,939,828.0
- Accounts (total)371.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM687,150.0
- HNW AUM253,849,531.0