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)206,174,804.0
- RAUM (discretionary)206,174,804.0
- Actionable assets202,063,362.0
- Accounts (total)47.0
Institutional Clients
- Government AUM—
- Pension AUM4,435,812.0
- Charitable AUM—
- HNW AUM197,272,402.0