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)153,126,933.0
- RAUM (discretionary)153,126,933.0
- Actionable assets148,852,533.0
- Accounts (total)246.0
Institutional Clients
- Government AUM—
- Pension AUM1,513,069.0
- Charitable AUM—
- HNW AUM140,721,149.0