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)126,057,690.0
- RAUM (discretionary)113,637,124.0
- Actionable assets114,808,448.0
- Accounts (total)174.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM15,257,860.0
- HNW AUM99,550,588.0