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)193,324,292.0
- RAUM (discretionary)193,324,292.0
- Actionable assets122,744,235.0
- Accounts (total)780.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM108,369.0
- HNW AUM122,635,866.0