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)142,196,357.0
- RAUM (discretionary)142,196,357.0
- Actionable assets114,092,931.0
- Accounts (total)250.0
Institutional Clients
- Government AUM—
- Pension AUM920,155.0
- Charitable AUM6,857,198.0
- HNW AUM106,208,602.0