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)113,366,292.0
- RAUM (discretionary)112,574,953.0
- Actionable assets93,409,752.0
- Accounts (total)367.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM210,253.0
- HNW AUM93,199,499.0