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)179,594,600.0
- RAUM (discretionary)177,024,700.0
- Actionable assets157,546,900.0
- Accounts (total)500.0
Institutional Clients
- Government AUM—
- Pension AUM8,360,000.0
- Charitable AUM—
- HNW AUM149,186,900.0