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)261,745,358.0
- RAUM (discretionary)261,745,358.0
- Actionable assets241,947,808.0
- Accounts (total)239.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM5,427,879.0
- HNW AUM225,384,308.0