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)242,145,863.0
- RAUM (discretionary)242,145,863.0
- Actionable assets212,405,873.0
- Accounts (total)313.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM423,847.0
- HNW AUM202,521,792.0