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)140,813,094.0
- RAUM (discretionary)140,813,094.0
- Actionable assets125,010,808.0
- Accounts (total)525.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM213,390.0
- HNW AUM114,866,826.0