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)136,721,762.0
- RAUM (discretionary)136,721,762.0
- Actionable assets118,650,153.0
- Accounts (total)36.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,336,440.0
- HNW AUM12,025,481.0