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)128,434,865.0
- RAUM (discretionary)125,708,014.0
- Actionable assets79,074,277.0
- Accounts (total)500.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,292,315.0
- HNW AUM77,366,354.0