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)156,226,772.0
- RAUM (discretionary)146,825,679.0
- Actionable assets117,662,066.0
- Accounts (total)476.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM104,410.0
- HNW AUM117,557,656.0