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)167,061,187.0
- RAUM (discretionary)167,061,187.0
- Actionable assets166,765,744.0
- Accounts (total)22.0
Institutional Clients
- Government AUM—
- Pension AUM336,233.0
- Charitable AUM—
- HNW AUM48,188,223.0