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)87,851,847.0
- RAUM (discretionary)87,851,847.0
- Actionable assets87,804,917.0
- Accounts (total)4.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM3,930,534.0
- HNW AUM—