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)292,521,348.0
- RAUM (discretionary)292,521,348.0
- Actionable assets147,959,628.0
- Accounts (total)1,066.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,395.0
- HNW AUM147,958,233.0