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)128,216,032.0
- RAUM (discretionary)128,216,032.0
- Actionable assets85,738,261.0
- Accounts (total)320.0
Institutional Clients
- Government AUM—
- Pension AUM6,278,367.0
- Charitable AUM2,007,765.0
- HNW AUM77,452,129.0