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)232,218,590.0
- RAUM (discretionary)232,218,590.0
- Actionable assets147,567,592.0
- Accounts (total)1,574.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM43,446.0
- HNW AUM147,524,146.0