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)165,329,375.0
- RAUM (discretionary)165,329,375.0
- Actionable assets134,426,813.0
- Accounts (total)194.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM4,348,808.0
- HNW AUM104,353,267.0