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)135,213,590.0
- RAUM (discretionary)133,685,071.0
- Actionable assets113,742,674.0
- Accounts (total)393.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM761,050.0
- HNW AUM112,981,624.0