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)200,443,243.0
- RAUM (discretionary)200,443,243.0
- Actionable assets126,969,655.0
- Accounts (total)974.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM11,030.0
- HNW AUM125,428,901.0