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)149,486,870.0
- RAUM (discretionary)149,486,870.0
- Actionable assets113,813,732.0
- Accounts (total)563.0
Institutional Clients
- Government AUM—
- Pension AUM8,485,345.0
- Charitable AUM2,956,702.0
- HNW AUM102,220,761.0