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)151,813,507.0
- RAUM (discretionary)151,390,020.0
- Actionable assets131,359,236.0
- Accounts (total)303.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM4,869,696.0
- HNW AUM126,489,540.0