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)283,516,984.0
- RAUM (discretionary)90,204,615.0
- Actionable assets274,067,899.0
- Accounts (total)138.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM137,295,714.0
- HNW AUM116,873,029.0