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)236,142,403.0
- RAUM (discretionary)236,142,403.0
- Actionable assets147,094,718.0
- Accounts (total)834.0
Institutional Clients
- Government AUM—
- Pension AUM3,032,827.0
- Charitable AUM2,638,259.0
- HNW AUM119,292,783.0