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)170,385,237.0
- RAUM (discretionary)148,657,178.0
- Actionable assets161,537,437.0
- Accounts (total)212.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM18,399.0
- HNW AUM161,519,038.0