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)196,073,950.0
- RAUM (discretionary)191,592,219.0
- Actionable assets145,460,882.0
- Accounts (total)557.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,205,029.0
- HNW AUM144,255,853.0