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)163,743,502.0
- RAUM (discretionary)163,743,502.0
- Actionable assets156,419,025.0
- Accounts (total)17.0
Institutional Clients
- Government AUM—
- Pension AUM33,923,586.0
- Charitable AUM—
- HNW AUM122,495,439.0