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)344,304,586.0
- RAUM (discretionary)344,304,586.0
- Actionable assets343,053,386.0
- Accounts (total)184.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM31,236,697.0
- HNW AUM159,355,100.0