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)173,120,755.0
- RAUM (discretionary)173,120,755.0
- Actionable assets138,416,138.0
- Accounts (total)237.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM432,330.0
- HNW AUM132,460,929.0