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)744,700,000.0
- RAUM (discretionary)744,700,000.0
- Actionable assets538,838,923.0
- Accounts (total)3,239.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM150,000.0
- HNW AUM538,688,923.0