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)240,549,891.0
- RAUM (discretionary)240,549,891.0
- Actionable assets196,053,862.0
- Accounts (total)597.0
Institutional Clients
- Government AUM—
- Pension AUM1,122,710.0
- Charitable AUM1,518,202.0
- HNW AUM193,182,627.0