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)120,345,298.0
- RAUM (discretionary)120,345,298.0
- Actionable assets78,906,096.0
- Accounts (total)320.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM2,829,585.0
- HNW AUM76,076,511.0