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)297,357,346.0
- RAUM (discretionary)297,357,346.0
- Actionable assets278,043,468.0
- Accounts (total)129.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,554,741.0
- HNW AUM275,148,463.0