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)185,911,369.0
- RAUM (discretionary)185,911,369.0
- Actionable assets112,866,706.0
- Accounts (total)178.0
Institutional Clients
- Government AUM—
- Pension AUM10,070,188.0
- Charitable AUM13,371,497.0
- HNW AUM76,612,407.0