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)180,377,613.0
- RAUM (discretionary)180,377,613.0
- Actionable assets141,129,625.0
- Accounts (total)562.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM441,023.0
- HNW AUM140,688,602.0