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)131,412,984.0
- RAUM (discretionary)117,861,356.0
- Actionable assets108,264,202.0
- Accounts (total)249.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM4,411,998.0
- HNW AUM103,852,204.0