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)138,906,537.0
- RAUM (discretionary)138,906,537.0
- Actionable assets108,790,780.0
- Accounts (total)178.0
Institutional Clients
- Government AUM2,553,051.0
- Pension AUM3,265,419.0
- Charitable AUM270,041.0
- HNW AUM102,702,269.0