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)126,639,270.0
- RAUM (discretionary)126,175,119.0
- Actionable assets95,253,742.0
- Accounts (total)345.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM3,296,134.0
- HNW AUM91,957,608.0