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)160,199,740.0
- RAUM (discretionary)160,199,740.0
- Actionable assets159,281,333.0
- Accounts (total)119.0
Institutional Clients
- Government AUM—
- Pension AUM692,505.0
- Charitable AUM171,265.0
- HNW AUM158,417,563.0