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)325,080,000.0
- RAUM (discretionary)325,080,000.0
- Actionable assets325,080,000.0
- Accounts (total)142.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM6,130,000.0
- HNW AUM280,850,000.0