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)110,242,366.0
- RAUM (discretionary)108,857,971.0
- Actionable assets110,242,366.0
- Accounts (total)22.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,384,395.0
- HNW AUM108,857,971.0