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)216,189,764.0
- RAUM (discretionary)216,189,764.0
- Actionable assets179,127,325.0
- Accounts (total)3.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM108,118,329.0
- HNW AUM—