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)168,480,731.0
- RAUM (discretionary)168,480,731.0
- Actionable assets145,000,170.0
- Accounts (total)2,716.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM—
- HNW AUM109,853,687.0