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)219,383,159.0
- RAUM (discretionary)219,383,159.0
- Actionable assets210,231,926.0
- Accounts (total)332.0
Institutional Clients
- Government AUM—
- Pension AUM3,317,789.0
- Charitable AUM1,162,565.0
- HNW AUM205,751,572.0