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)132,096,928.0
- RAUM (discretionary)132,096,928.0
- Actionable assets132,096,928.0
- Accounts (total)28.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM11,998,373.0
- HNW AUM105,778,991.0