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)357,020,170.0
- RAUM (discretionary)236,887,887.0
- Actionable assets357,020,170.0
- Accounts (total)113.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM2,038,313.0
- HNW AUM304,199,383.0