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)205,995,647.0
- RAUM (discretionary)205,995,647.0
- Actionable assets156,913,648.0
- Accounts (total)496.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM8,999,910.0
- HNW AUM139,735,810.0