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)352,220,592.0
- RAUM (discretionary)352,220,592.0
- Actionable assets158,992,004.0
- Accounts (total)966.0
Institutional Clients
- Government AUM—
- Pension AUM83,551,521.0
- Charitable AUM12,913,149.0
- HNW AUM18,427,449.0