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)190,396,156.0
- RAUM (discretionary)190,396,156.0
- Actionable assets159,750,247.0
- Accounts (total)423.0
Institutional Clients
- Government AUM—
- Pension AUM1,207,434.0
- Charitable AUM—
- HNW AUM158,535,315.0