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)206,335,083.0
- RAUM (discretionary)206,335,083.0
- Actionable assets175,359,881.0
- Accounts (total)406.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM10,953,014.0
- HNW AUM164,406,867.0