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)28,335,875.0
- RAUM (discretionary)28,335,875.0
- Actionable assets26,666,725.0
- Accounts (total)58.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM2,040,000.0
- HNW AUM24,626,725.0