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)117,735,789.0
- RAUM (discretionary)117,735,789.0
- Actionable assets74,362,253.0
- Accounts (total)705.0
Institutional Clients
- Government AUM—
- Pension AUM0.0
- Charitable AUM456,000.0
- HNW AUM73,906,253.0