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)176,648,638.0
- RAUM (discretionary)176,648,638.0
- Actionable assets174,608,014.0
- Accounts (total)54.0
Institutional Clients
- Government AUM—
- Pension AUM2,473,873.0
- Charitable AUM27,886,650.0
- HNW AUM127,697,720.0