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)160,979,954.0
- RAUM (discretionary)160,979,954.0
- Actionable assets130,232,767.0
- Accounts (total)359.0
Institutional Clients
- Government AUM—
- Pension AUM32,510,899.0
- Charitable AUM4,959,486.0
- HNW AUM88,131,010.0