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)154,466,847.0
- RAUM (discretionary)154,466,847.0
- Actionable assets127,857,391.0
- Accounts (total)153.0
Institutional Clients
- Government AUM—
- Pension AUM4,132,739.0
- Charitable AUM—
- HNW AUM122,970,275.0