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)185,942,571.0
- RAUM (discretionary)185,721,216.0
- Actionable assets158,274,864.0
- Accounts (total)558.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM208,656.0
- HNW AUM158,066,208.0