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)139,635,618.0
- RAUM (discretionary)139,635,618.0
- Actionable assets100,569,872.0
- Accounts (total)573.0
Institutional Clients
- Government AUM—
- Pension AUM291,444.0
- Charitable AUM1,346,820.0
- HNW AUM89,879,423.0