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)34,836,091.0
- RAUM (discretionary)34,836,091.0
- Actionable assets33,789,336.0
- Accounts (total)28.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM4,836,953.0
- HNW AUM28,952,383.0