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)298,454,853.0
- RAUM (discretionary)298,454,853.0
- Actionable assets189,999,034.0
- Accounts (total)403.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM457,675.0
- HNW AUM186,000,183.0