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)195,994,528.0
- RAUM (discretionary)195,994,528.0
- Actionable assets132,145,534.0
- Accounts (total)713.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM372,142.0
- HNW AUM124,635,237.0