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)59,785,081.0
- RAUM (discretionary)59,785,081.0
- Actionable assets37,777,873.0
- Accounts (total)127.0
Institutional Clients
- Government AUM—
- Pension AUM7,406,523.0
- Charitable AUM1,887,637.0
- HNW AUM28,483,713.0