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)426,568,880.0
- RAUM (discretionary)426,568,880.0
- Actionable assets343,625,001.0
- Accounts (total)459.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM4,889,107.0
- HNW AUM338,735,894.0