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)174,637,568.0
- RAUM (discretionary)149,820,945.0
- Actionable assets165,138,830.0
- Accounts (total)245.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM3,938,631.0
- HNW AUM158,179,945.0