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)154,205,360.0
- RAUM (discretionary)154,205,360.0
- Actionable assets119,856,101.0
- Accounts (total)328.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM32,085,377.0
- HNW AUM76,319,305.0