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)187,121,015.0
- RAUM (discretionary)187,121,015.0
- Actionable assets120,950,849.0
- Accounts (total)674.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM4,105,824.0
- HNW AUM87,921,144.0