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)67,531,703.0
- RAUM (discretionary)67,531,703.0
- Actionable assets45,439,626.0
- Accounts (total)242.0
Institutional Clients
- Government AUM—
- Pension AUM1,278,495.0
- Charitable AUM35,696.0
- HNW AUM44,125,435.0