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)258,473,238.0
- RAUM (discretionary)258,473,238.0
- Actionable assets197,032,230.0
- Accounts (total)781.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM889,627.0
- HNW AUM176,865,141.0