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)113,069,712.0
- RAUM (discretionary)113,069,712.0
- Actionable assets72,589,940.0
- Accounts (total)657.0
Institutional Clients
- Government AUM—
- Pension AUM2,684,454.0
- Charitable AUM—
- HNW AUM68,809,110.0