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)168,145,509.0
- RAUM (discretionary)166,863,115.0
- Actionable assets166,358,896.0
- Accounts (total)119.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM10,571,547.0
- HNW AUM155,787,349.0