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)158,911,036.0
- RAUM (discretionary)149,752,029.0
- Actionable assets105,083,892.0
- Accounts (total)553.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM13,953,862.0
- HNW AUM91,130,030.0