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)137,993,314.0
- RAUM (discretionary)137,993,314.0
- Actionable assets134,163,882.0
- Accounts (total)86.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM118,819.0
- HNW AUM116,140,636.0