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)134,326,380.0
- RAUM (discretionary)134,326,380.0
- Actionable assets134,326,380.0
- Accounts (total)71.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM90,009.0
- HNW AUM134,236,371.0