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)142,428,947.0
- RAUM (discretionary)142,428,947.0
- Actionable assets142,428,947.0
- Accounts (total)7.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM68,969,521.0
- HNW AUM30,589,011.0