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)117,235,901.0
- RAUM (discretionary)103,936,668.0
- Actionable assets117,235,901.0
- Accounts (total)9.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM5,918,227.0
- HNW AUM7,381,006.0