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)110,292,865.0
- RAUM (discretionary)110,292,865.0
- Actionable assets22,479,721.0
- Accounts (total)1,255.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM31,792.0
- HNW AUM22,447,929.0