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)104,668,634.0
- RAUM (discretionary)104,668,634.0
- Actionable assets46,865,423.0
- Accounts (total)727.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM509,509.0
- HNW AUM46,345,575.0