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)31,350,017.0
- RAUM (discretionary)31,350,017.0
- Actionable assets14,767,116.0
- Accounts (total)174.0
Institutional Clients
- Government AUM—
- Pension AUM1,511,120.0
- Charitable AUM—
- HNW AUM9,085,271.0