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)94,731,737.0
- RAUM (discretionary)94,731,737.0
- Actionable assets40,934,678.0
- Accounts (total)612.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM106,389.0
- HNW AUM40,828,289.0