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)143,743,130.0
- RAUM (discretionary)143,743,130.0
- Actionable assets90,554,702.0
- Accounts (total)329.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,687,038.0
- HNW AUM88,867,664.0