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)31,443,945.0
- RAUM (discretionary)31,443,945.0
- Actionable assets17,567,034.0
- Accounts (total)30.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM15,077,755.0
- HNW AUM—