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)214,736,257.0
- RAUM (discretionary)214,736,257.0
- Actionable assets79,757,981.0
- Accounts (total)523.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM43,373.0
- HNW AUM79,714,608.0