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)242,073,581.0
- RAUM (discretionary)0.0
- Actionable assets225,746,317.0
- Accounts (total)131.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM250,152.0
- HNW AUM225,496,165.0