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)186,583,810.0
- RAUM (discretionary)186,583,810.0
- Actionable assets186,182,397.0
- Accounts (total)89.0
Institutional Clients
- Government AUM—
- Pension AUM8,414,575.0
- Charitable AUM2,322,198.0
- HNW AUM167,992,966.0