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)162,203,154.0
- RAUM (discretionary)162,203,154.0
- Actionable assets160,169,087.0
- Accounts (total)159.0
Institutional Clients
- Government AUM—
- Pension AUM17,159,348.0
- Charitable AUM3,944,009.0
- HNW AUM133,461,816.0