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)144,952,783.0
- RAUM (discretionary)144,952,783.0
- Actionable assets108,388,090.0
- Accounts (total)429.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM805,577.0
- HNW AUM102,007,461.0