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)173,993,924.0
- RAUM (discretionary)154,865,363.0
- Actionable assets120,875,020.0
- Accounts (total)552.0
Institutional Clients
- Government AUM0.0
- Pension AUM—
- Charitable AUM1,332,844.0
- HNW AUM118,974,023.0