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)288,171,244.0
- RAUM (discretionary)288,171,244.0
- Actionable assets217,629,566.0
- Accounts (total)303.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM2,010,995.0
- HNW AUM180,775,373.0