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)244,065,071.0
- RAUM (discretionary)244,065,071.0
- Actionable assets181,130,514.0
- Accounts (total)428.0
Institutional Clients
- Government AUM—
- Pension AUM6,600,000.0
- Charitable AUM838,036.0
- HNW AUM144,251,817.0