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)168,352,562.0
- RAUM (discretionary)142,101,253.0
- Actionable assets89,213,808.0
- Accounts (total)1,513.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM226,261.0
- HNW AUM88,804,120.0