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)61,109,576.0
- RAUM (discretionary)56,821,089.0
- Actionable assets44,635,609.0
- Accounts (total)254.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM234,644.0
- HNW AUM44,400,965.0