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)427,515,633.0
- RAUM (discretionary)427,515,633.0
- Actionable assets425,638,141.0
- Accounts (total)31.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM131,723,109.0
- HNW AUM264,677,656.0