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)144,815,189.0
- RAUM (discretionary)144,815,189.0
- Actionable assets112,058,079.0
- Accounts (total)283.0
Institutional Clients
- Government AUM—
- Pension AUM11,334,501.0
- Charitable AUM30,000.0
- HNW AUM99,130,469.0