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)109,365,008.0
- RAUM (discretionary)109,365,008.0
- Actionable assets97,927,017.0
- Accounts (total)25.0
Institutional Clients
- Government AUM—
- Pension AUM9,646.0
- Charitable AUM0.0
- HNW AUM95,885,356.0