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)104,219,775.0
- RAUM (discretionary)104,219,775.0
- Actionable assets69,328,655.0
- Accounts (total)412.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM891,676.0
- HNW AUM67,699,124.0