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)315,428,036.0
- RAUM (discretionary)315,428,036.0
- Actionable assets298,094,724.0
- Accounts (total)105.0
Institutional Clients
- Government AUM—
- Pension AUM8,648,233.0
- Charitable AUM47,305,156.0
- HNW AUM208,265,538.0