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)124,399,526.0
- RAUM (discretionary)124,399,526.0
- Actionable assets74,317,825.0
- Accounts (total)633.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM2,972,664.0
- HNW AUM71,119,248.0