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)100,831,612.0
- RAUM (discretionary)100,831,612.0
- Actionable assets83,360,430.0
- Accounts (total)204.0
Institutional Clients
- Government AUM—
- Pension AUM2,009,729.0
- Charitable AUM1,016,639.0
- HNW AUM80,334,062.0