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)213,275,271.0
- RAUM (discretionary)213,275,271.0
- Actionable assets111,917,897.0
- Accounts (total)144.0
Institutional Clients
- Government AUM—
- Pension AUM50,301,590.0
- Charitable AUM2,413,313.0
- HNW AUM53,620,969.0