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)328,788,229.0
- RAUM (discretionary)328,788,229.0
- Actionable assets251,133,665.0
- Accounts (total)1,212.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM20,861,484.0
- HNW AUM226,133,440.0