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)186,784,367.0
- RAUM (discretionary)152,532,858.0
- Actionable assets127,027,995.0
- Accounts (total)374.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,875,541.0
- HNW AUM108,101,139.0