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)160,711,758.0
- RAUM (discretionary)160,711,758.0
- Actionable assets100,711,758.0
- Accounts (total)822.0
Institutional Clients
- Government AUM—
- Pension AUM8,800,000.0
- Charitable AUM—
- HNW AUM91,911,758.0