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)179,488,997.0
- RAUM (discretionary)179,488,997.0
- Actionable assets124,568,048.0
- Accounts (total)1,451.0
Institutional Clients
- Government AUM—
- Pension AUM3,938,220.0
- Charitable AUM—
- HNW AUM118,605,125.0