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)177,168,541.0
- RAUM (discretionary)177,168,541.0
- Actionable assets153,547,271.0
- Accounts (total)295.0
Institutional Clients
- Government AUM—
- Pension AUM1,745,035.0
- Charitable AUM8,520,966.0
- HNW AUM143,281,270.0