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)127,953,286.0
- RAUM (discretionary)127,953,286.0
- Actionable assets77,814,382.0
- Accounts (total)419.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM2,576,765.0
- HNW AUM75,237,617.0