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)110,336,840.0
- RAUM (discretionary)94,815,930.0
- Actionable assets98,870,582.0
- Accounts (total)252.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,855,164.0
- HNW AUM96,913,832.0