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)117,122,008.0
- RAUM (discretionary)93,260,889.0
- Actionable assets96,809,665.0
- Accounts (total)310.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM128,608.0
- HNW AUM96,681,057.0