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)243,693,606.0
- RAUM (discretionary)243,693,606.0
- Actionable assets174,344,402.0
- Accounts (total)569.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,609,802.0
- HNW AUM165,232,520.0