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)198,440,788.0
- RAUM (discretionary)197,055,979.0
- Actionable assets145,442,501.0
- Accounts (total)646.0
Institutional Clients
- Government AUM—
- Pension AUM0.0
- Charitable AUM0.0
- HNW AUM145,442,501.0