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)146,433,984.0
- RAUM (discretionary)142,283,927.0
- Actionable assets96,904,165.0
- Accounts (total)626.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM400,096.0
- HNW AUM96,504,069.0