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)212,623,929.0
- RAUM (discretionary)212,623,929.0
- Actionable assets105,453,710.0
- Accounts (total)1,136.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM213,480.0
- HNW AUM105,240,194.0