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)176,266,552.0
- RAUM (discretionary)176,266,552.0
- Actionable assets147,329,670.0
- Accounts (total)494.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM69,818.0
- HNW AUM147,259,852.0