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)34,291,501.0
- RAUM (discretionary)29,504,249.0
- Actionable assets24,376,408.0
- Accounts (total)83.0
Institutional Clients
- Government AUM—
- Pension AUM0.0
- Charitable AUM—
- HNW AUM24,376,408.0