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)155,178,361.0
- RAUM (discretionary)0.0
- Actionable assets121,308,609.0
- Accounts (total)310.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM3,461,980.0
- HNW AUM117,846,629.0