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)214,181,562.0
- RAUM (discretionary)214,181,562.0
- Actionable assets187,506,816.0
- Accounts (total)710.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM159,152.0
- HNW AUM183,216,190.0