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)277,035,209.0
- RAUM (discretionary)277,035,209.0
- Actionable assets265,374,447.0
- Accounts (total)203.0
Institutional Clients
- Government AUM—
- Pension AUM10,659,952.0
- Charitable AUM18,127,103.0
- HNW AUM172,522,267.0