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)376,320,625.0
- RAUM (discretionary)376,320,625.0
- Actionable assets246,192,668.0
- Accounts (total)1,361.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM9,149,764.0
- HNW AUM237,042,904.0