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)49,911,683.0
- RAUM (discretionary)49,911,683.0
- Actionable assets46,803,735.0
- Accounts (total)83.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM334,741.0
- HNW AUM46,468,994.0