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)102,354,853.0
- RAUM (discretionary)102,354,853.0
- Actionable assets99,423,129.0
- Accounts (total)84.0
Institutional Clients
- Government AUM—
- Pension AUM2,457,467.0
- Charitable AUM—
- HNW AUM63,044,653.0