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)194,512,152.0
- RAUM (discretionary)194,512,152.0
- Actionable assets161,992,501.0
- Accounts (total)412.0
Institutional Clients
- Government AUM—
- Pension AUM5,539,675.0
- Charitable AUM4,580.0
- HNW AUM156,154,579.0