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)220,388,507.0
- RAUM (discretionary)220,388,507.0
- Actionable assets216,580,987.0
- Accounts (total)101.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM24,597,675.0
- HNW AUM126,614,137.0