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)185,292,808.0
- RAUM (discretionary)185,292,808.0
- Actionable assets185,292,808.0
- Accounts (total)16.0
Institutional Clients
- Government AUM—
- Pension AUM7,498,246.0
- Charitable AUM105,374,325.0
- HNW AUM—