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)118,313,865.0
- RAUM (discretionary)117,449,241.0
- Actionable assets90,269,852.0
- Accounts (total)354.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM2,451,814.0
- HNW AUM87,818,038.0