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)208,315,421.0
- RAUM (discretionary)208,315,421.0
- Actionable assets198,778,167.0
- Accounts (total)362.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM91,429.0
- HNW AUM198,686,738.0