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)325,945,382.0
- RAUM (discretionary)325,945,382.0
- Actionable assets313,122,218.0
- Accounts (total)99.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM3,822,268.0
- HNW AUM309,299,950.0