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)130,819,866.0
- RAUM (discretionary)130,819,866.0
- Actionable assets105,001,548.0
- Accounts (total)376.0
Institutional Clients
- Government AUM—
- Pension AUM10,594,022.0
- Charitable AUM—
- HNW AUM92,925,231.0