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)297,314,357.0
- RAUM (discretionary)297,314,357.0
- Actionable assets206,796,833.0
- Accounts (total)334.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM6,244,997.0
- HNW AUM177,665,304.0