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)223,159,778.0
- RAUM (discretionary)223,159,778.0
- Actionable assets223,159,778.0
- Accounts (total)24.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM4,260,200.0
- HNW AUM8,379,713.0