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)83,605,634.0
- RAUM (discretionary)83,553,102.0
- Actionable assets51,067,691.0
- Accounts (total)441.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM981,904.0
- HNW AUM50,085,787.0