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)144,427,668.0
- RAUM (discretionary)144,427,668.0
- Actionable assets83,973,050.0
- Accounts (total)552.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM231,172.0
- HNW AUM76,680,011.0