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)113,278,822.0
- RAUM (discretionary)112,406,355.0
- Actionable assets109,700,881.0
- Accounts (total)43.0
Institutional Clients
- Government AUM88,578,836.0
- Pension AUM—
- Charitable AUM2,758,160.0
- HNW AUM18,363,885.0