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)131,473,846.0
- RAUM (discretionary)0.0
- Actionable assets94,314,943.0
- Accounts (total)421.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,077,128.0
- HNW AUM92,007,905.0