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)144,447,342.0
- RAUM (discretionary)140,145,886.0
- Actionable assets77,406,984.0
- Accounts (total)596.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM10,229,602.0
- HNW AUM63,547,630.0