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)126,702,651.0
- RAUM (discretionary)126,702,651.0
- Actionable assets95,292,290.0
- Accounts (total)344.0
Institutional Clients
- Government AUM—
- Pension AUM5,187,089.0
- Charitable AUM—
- HNW AUM90,105,201.0