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)357,178,342.0
- RAUM (discretionary)357,178,342.0
- Actionable assets337,182,955.0
- Accounts (total)122.0
Institutional Clients
- Government AUM—
- Pension AUM17,790,880.0
- Charitable AUM—
- HNW AUM319,210,647.0