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)164,981,207.0
- RAUM (discretionary)164,981,207.0
- Actionable assets150,374,235.0
- Accounts (total)91.0
Institutional Clients
- Government AUM—
- Pension AUM6,927,873.0
- Charitable AUM5,990,593.0
- HNW AUM134,220,966.0