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)196,294,029.0
- RAUM (discretionary)196,294,029.0
- Actionable assets195,843,710.0
- Accounts (total)90.0
Institutional Clients
- Government AUM—
- Pension AUM3,365,423.0
- Charitable AUM9,704,977.0
- HNW AUM170,271,302.0