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)168,911,609.0
- RAUM (discretionary)168,911,609.0
- Actionable assets124,657,915.0
- Accounts (total)417.0
Institutional Clients
- Government AUM—
- Pension AUM9,432,651.0
- Charitable AUM—
- HNW AUM107,367,514.0