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)234,439,946.0
- RAUM (discretionary)232,679,662.0
- Actionable assets109,297,515.0
- Accounts (total)715.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM7,303,944.0
- HNW AUM101,993,571.0