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)125,508,677.0
- RAUM (discretionary)125,508,677.0
- Actionable assets125,508,677.0
- Accounts (total)78.0
Institutional Clients
- Government AUM—
- Pension AUM11,598,981.0
- Charitable AUM1,359,414.0
- HNW AUM67,437,141.0