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)279,858,267.0
- RAUM (discretionary)279,858,267.0
- Actionable assets279,858,267.0
- Accounts (total)352.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM3,129,318.0
- HNW AUM276,728,949.0