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)118,629,577.0
- RAUM (discretionary)118,629,577.0
- Actionable assets52,291,176.0
- Accounts (total)538.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM821.0
- HNW AUM52,290,355.0