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)72,280,174.0
- RAUM (discretionary)72,005,943.0
- Actionable assets49,009,645.0
- Accounts (total)259.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM217,441.0
- HNW AUM48,792,204.0