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)226,550,434.0
- RAUM (discretionary)226,550,434.0
- Actionable assets157,744,875.0
- Accounts (total)300.0
Institutional Clients
- Government AUM—
- Pension AUM51,185,120.0
- Charitable AUM—
- HNW AUM106,271,324.0