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)175,197,606.0
- RAUM (discretionary)175,197,606.0
- Actionable assets119,406,312.0
- Accounts (total)544.0
Institutional Clients
- Government AUM—
- Pension AUM2,404,056.0
- Charitable AUM2,453,977.0
- HNW AUM114,548,279.0