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)250,704,408.0
- RAUM (discretionary)250,704,408.0
- Actionable assets245,654,547.0
- Accounts (total)63.0
Institutional Clients
- Government AUM—
- Pension AUM48,358,371.0
- Charitable AUM8,153,725.0
- HNW AUM137,407,886.0