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)131,873,325.0
- RAUM (discretionary)131,467,516.0
- Actionable assets75,781,248.0
- Accounts (total)714.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM886,341.0
- HNW AUM74,894,907.0