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)226,031,370.0
- RAUM (discretionary)226,031,370.0
- Actionable assets77,177,434.0
- Accounts (total)16.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM51,559,907.0
- HNW AUM24,505,349.0