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)118,916,256.0
- RAUM (discretionary)118,916,256.0
- Actionable assets78,957,222.0
- Accounts (total)351.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM293,000.0
- HNW AUM78,664,222.0