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)173,904,700.0
- RAUM (discretionary)173,904,700.0
- Actionable assets158,673,900.0
- Accounts (total)87.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM12,912,700.0
- HNW AUM145,761,200.0