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)148,025,223.0
- RAUM (discretionary)143,241,936.0
- Actionable assets128,328,599.0
- Accounts (total)368.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM578,046.0
- HNW AUM127,305,287.0