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)267,433,274.0
- RAUM (discretionary)267,433,274.0
- Actionable assets248,520,368.0
- Accounts (total)418.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM2,002,524.0
- HNW AUM246,517,844.0