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)228,463,150.0
- RAUM (discretionary)228,463,150.0
- Actionable assets227,835,178.0
- Accounts (total)44.0
Institutional Clients
- Government AUM192,093,250.0
- Pension AUM—
- Charitable AUM3,692,839.0
- HNW AUM5,464,640.0