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)161,605,358.0
- RAUM (discretionary)150,483,804.0
- Actionable assets161,117,151.0
- Accounts (total)99.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM42,911,918.0
- HNW AUM83,032,847.0