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)288,941,649.0
- RAUM (discretionary)288,941,649.0
- Actionable assets266,626,006.0
- Accounts (total)496.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,987,256.0
- HNW AUM264,638,750.0