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)121,228,920.0
- RAUM (discretionary)121,228,920.0
- Actionable assets115,768,204.0
- Accounts (total)247.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM728,992.0
- HNW AUM115,039,212.0