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)220,608,752.0
- RAUM (discretionary)220,608,752.0
- Actionable assets131,914,163.0
- Accounts (total)428.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM3,413,081.0
- HNW AUM128,501,082.0