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)306,088,280.0
- RAUM (discretionary)306,088,280.0
- Actionable assets282,675,486.0
- Accounts (total)380.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM38,863,141.0
- HNW AUM208,173,085.0