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)290,206,608.0
- RAUM (discretionary)290,206,608.0
- Actionable assets264,291,448.0
- Accounts (total)193.0
Institutional Clients
- Government AUM—
- Pension AUM29,614,572.0
- Charitable AUM215,830.0
- HNW AUM234,461,046.0