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)143,926,779.0
- RAUM (discretionary)143,926,779.0
- Actionable assets74,906,518.0
- Accounts (total)655.0
Institutional Clients
- Government AUM—
- Pension AUM1,514,816.0
- Charitable AUM730,244.0
- HNW AUM72,614,134.0