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)167,013,742.0
- RAUM (discretionary)167,013,742.0
- Actionable assets104,063,053.0
- Accounts (total)409.0
Institutional Clients
- Government AUM97,449,815.0
- Pension AUM—
- Charitable AUM612,545.0
- HNW AUM5,191,372.0