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)164,548,233.0
- RAUM (discretionary)164,548,233.0
- Actionable assets89,628,685.0
- Accounts (total)804.0
Institutional Clients
- Government AUM—
- Pension AUM5,144,940.0
- Charitable AUM—
- HNW AUM84,483,745.0