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)145,111,574.0
- RAUM (discretionary)144,480,538.0
- Actionable assets41,791,912.0
- Accounts (total)1,632.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM—
- HNW AUM41,791,912.0