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)102,606,700.0
- RAUM (discretionary)46,996,099.0
- Actionable assets45,158,451.0
- Accounts (total)901.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM561,408.0
- HNW AUM42,572,901.0