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)175,969,710.0
- RAUM (discretionary)175,969,710.0
- Actionable assets164,629,514.0
- Accounts (total)221.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM27,649,555.0
- HNW AUM136,979,959.0