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)43,714,882.0
- RAUM (discretionary)42,950,971.0
- Actionable assets43,714,882.0
- Accounts (total)77.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM344,260.0
- HNW AUM32,600,688.0