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)111,160,736.0
- RAUM (discretionary)111,160,736.0
- Actionable assets109,043,908.0
- Accounts (total)81.0
Institutional Clients
- Government AUM—
- Pension AUM17,794,157.0
- Charitable AUM—
- HNW AUM91,249,751.0