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)152,761,206.0
- RAUM (discretionary)152,761,206.0
- Actionable assets152,465,304.0
- Accounts (total)34.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM7,439,546.0
- HNW AUM142,392,139.0