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)254,441,898.0
- RAUM (discretionary)254,441,898.0
- Actionable assets154,939,938.0
- Accounts (total)774.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM3,207,783.0
- HNW AUM143,561,639.0