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)303,293,681.0
- RAUM (discretionary)181,408,423.0
- Actionable assets51,800,974.0
- Accounts (total)1,818.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM—
- HNW AUM51,800,974.0