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)122,097,788.0
- RAUM (discretionary)122,097,788.0
- Actionable assets109,860,945.0
- Accounts (total)226.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM105,273.0
- HNW AUM109,755,672.0