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)135,475,625.0
- RAUM (discretionary)79,520,674.0
- Actionable assets54,364,812.0
- Accounts (total)845.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM266,612.0
- HNW AUM53,495,283.0