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)308,016,202.0
- RAUM (discretionary)308,016,202.0
- Actionable assets288,221,083.0
- Accounts (total)170.0
Institutional Clients
- Government AUM—
- Pension AUM1,714,827.0
- Charitable AUM—
- HNW AUM68,780,375.0