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)184,027,324.0
- RAUM (discretionary)184,027,324.0
- Actionable assets168,664,501.0
- Accounts (total)315.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM2,014,167.0
- HNW AUM166,650,334.0