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)64,967,915.0
- RAUM (discretionary)64,967,915.0
- Actionable assets59,319,539.0
- Accounts (total)15.0
Institutional Clients
- Government AUM—
- Pension AUM114,165.0
- Charitable AUM9,837,548.0
- HNW AUM1,272,117.0