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)162,243,142.0
- RAUM (discretionary)162,243,142.0
- Actionable assets139,086,455.0
- Accounts (total)320.0
Institutional Clients
- Government AUM—
- Pension AUM594,322.0
- Charitable AUM—
- HNW AUM138,492,133.0