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)125,925,574.0
- RAUM (discretionary)125,925,574.0
- Actionable assets123,927,881.0
- Accounts (total)197.0
Institutional Clients
- Government AUM—
- Pension AUM3,548,007.0
- Charitable AUM10,662,711.0
- HNW AUM95,644,845.0