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)159,175,815.0
- RAUM (discretionary)159,175,815.0
- Actionable assets96,869,313.0
- Accounts (total)906.0
Institutional Clients
- Government AUM—
- Pension AUM899,735.0
- Charitable AUM—
- HNW AUM95,900,076.0