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)154,570,251.0
- RAUM (discretionary)154,570,251.0
- Actionable assets124,402,271.0
- Accounts (total)301.0
Institutional Clients
- Government AUM—
- Pension AUM7,745,993.0
- Charitable AUM8,730,652.0
- HNW AUM107,614,176.0