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)41,096,431.0
- RAUM (discretionary)35,625,378.0
- Actionable assets18,104,377.0
- Accounts (total)170.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM63,781.0
- HNW AUM17,968,784.0