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)122,176,463.0
- RAUM (discretionary)122,176,463.0
- Actionable assets117,085,484.0
- Accounts (total)197.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM32,272,231.0
- HNW AUM81,463,706.0