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)312,086,000.0
- RAUM (discretionary)312,086,000.0
- Actionable assets193,114,802.0
- Accounts (total)1,229.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM—
- HNW AUM192,239,802.0