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)118,987,617.0
- RAUM (discretionary)117,179,756.0
- Actionable assets58,212,343.0
- Accounts (total)518.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM685,244.0
- HNW AUM57,527,099.0