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)293,890,922.0
- RAUM (discretionary)29,902,966.0
- Actionable assets293,890,922.0
- Accounts (total)23.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM141,143,695.0
- HNW AUM152,747,227.0