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)225,764,268.0
- RAUM (discretionary)225,764,268.0
- Actionable assets196,263,224.0
- Accounts (total)707.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,550,001.0
- HNW AUM194,713,223.0