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)117,231,059.0
- RAUM (discretionary)117,231,059.0
- Actionable assets43,057,728.0
- Accounts (total)935.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,137,856.0
- HNW AUM41,876,968.0