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)205,171,804.0
- RAUM (discretionary)205,171,804.0
- Actionable assets140,396,353.0
- Accounts (total)648.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM22,462,925.0
- HNW AUM117,933,428.0