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)131,255,814.0
- RAUM (discretionary)131,012,083.0
- Actionable assets71,900,609.0
- Accounts (total)403.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM3,894,698.0
- HNW AUM68,005,911.0