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)129,714,142.0
- RAUM (discretionary)127,658,819.0
- Actionable assets112,827,373.0
- Accounts (total)383.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM106,046.0
- HNW AUM106,692,303.0