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)317,010,588.0
- RAUM (discretionary)317,010,588.0
- Actionable assets296,813,165.0
- Accounts (total)673.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM4,635,663.0
- HNW AUM291,449,552.0