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)282,495,895.0
- RAUM (discretionary)282,495,895.0
- Actionable assets275,091,486.0
- Accounts (total)391.0
Institutional Clients
- Government AUM—
- Pension AUM10,263,231.0
- Charitable AUM966,376.0
- HNW AUM239,489,586.0