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)204,586,879.0
- RAUM (discretionary)204,586,879.0
- Actionable assets203,784,274.0
- Accounts (total)267.0
Institutional Clients
- Government AUM—
- Pension AUM1,358,208.0
- Charitable AUM2,937,893.0
- HNW AUM170,931,684.0