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)174,611,839.0
- RAUM (discretionary)0.0
- Actionable assets165,066,414.0
- Accounts (total)107.0
Institutional Clients
- Government AUM—
- Pension AUM142,908,715.0
- Charitable AUM—
- HNW AUM22,157,699.0