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)176,920,606.0
- RAUM (discretionary)176,920,606.0
- Actionable assets153,497,029.0
- Accounts (total)371.0
Institutional Clients
- Government AUM—
- Pension AUM9,318,125.0
- Charitable AUM—
- HNW AUM144,178,904.0