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)90,802,072.0
- RAUM (discretionary)90,802,072.0
- Actionable assets74,108,021.0
- Accounts (total)339.0
Institutional Clients
- Government AUM—
- Pension AUM3,120,562.0
- Charitable AUM1,245,869.0
- HNW AUM67,490,677.0