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)125,694,222.0
- RAUM (discretionary)125,694,222.0
- Actionable assets19,112,125.0
- Accounts (total)1,430.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM398,075.0
- HNW AUM14,764,036.0