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)53,938,122.0
- RAUM (discretionary)52,815,693.0
- Actionable assets33,758,679.0
- Accounts (total)53.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,732,722.0
- HNW AUM32,025,957.0