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)340,346,006.0
- RAUM (discretionary)340,346,006.0
- Actionable assets340,346,006.0
- Accounts (total)63.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM64,719,123.0
- HNW AUM275,626,883.0