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)386,538,239.0
- RAUM (discretionary)386,538,239.0
- Actionable assets384,942,850.0
- Accounts (total)43.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM116,959.0
- HNW AUM96,971,003.0