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)27,151,928.0
- RAUM (discretionary)27,147,741.0
- Actionable assets23,264,467.0
- Accounts (total)23.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM347,833.0
- HNW AUM22,916,634.0