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)267,189,818.0
- RAUM (discretionary)267,189,818.0
- Actionable assets252,579,267.0
- Accounts (total)357.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM1,821,517.0
- HNW AUM227,357,850.0