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)364,940,766.0
- RAUM (discretionary)364,940,766.0
- Actionable assets360,897,061.0
- Accounts (total)155.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,075,876.0
- HNW AUM359,821,185.0