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)197,173,637.0
- RAUM (discretionary)197,173,637.0
- Actionable assets133,796,037.0
- Accounts (total)522.0
Institutional Clients
- Government AUM—
- Pension AUM1,123,610.0
- Charitable AUM1,431,373.0
- HNW AUM128,646,132.0