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)247,832,269.0
- RAUM (discretionary)247,832,269.0
- Actionable assets177,203,896.0
- Accounts (total)1,249.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM2,650,000.0
- HNW AUM174,553,896.0