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)59,841,456.0
- RAUM (discretionary)59,841,456.0
- Actionable assets9,547,560.0
- Accounts (total)745.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM336,324.0
- HNW AUM9,211,236.0