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)292,964,881.0
- RAUM (discretionary)292,964,881.0
- Actionable assets240,400,763.0
- Accounts (total)338.0
Institutional Clients
- Government AUM—
- Pension AUM54,713,163.0
- Charitable AUM1,079,397.0
- HNW AUM183,118,674.0