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)216,353,445.0
- RAUM (discretionary)216,353,445.0
- Actionable assets211,327,255.0
- Accounts (total)116.0
Institutional Clients
- Government AUM—
- Pension AUM1,919,416.0
- Charitable AUM—
- HNW AUM189,573,438.0