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)124,014,243.0
- RAUM (discretionary)124,014,243.0
- Actionable assets92,418,965.0
- Accounts (total)192.0
Institutional Clients
- Government AUM—
- Pension AUM2,564,383.0
- Charitable AUM5,010,122.0
- HNW AUM84,844,460.0