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)183,828,471.0
- RAUM (discretionary)114,645,238.0
- Actionable assets125,675,908.0
- Accounts (total)975.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM435,838.0
- HNW AUM125,240,070.0