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)155,262,896.0
- RAUM (discretionary)0.0
- Actionable assets155,262,896.0
- Accounts (total)86.0
Institutional Clients
- Government AUM—
- Pension AUM22,173,502.0
- Charitable AUM2,091,154.0
- HNW AUM130,998,240.0