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)113,031,944.0
- RAUM (discretionary)113,031,944.0
- Actionable assets92,271,383.0
- Accounts (total)297.0
Institutional Clients
- Government AUM—
- Pension AUM2,035,903.0
- Charitable AUM—
- HNW AUM90,235,480.0