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)337,551,144.0
- RAUM (discretionary)337,551,144.0
- Actionable assets337,551,144.0
- Accounts (total)34.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM17,767,436.0
- HNW AUM49,099,679.0