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)167,449,228.0
- RAUM (discretionary)167,449,228.0
- Actionable assets144,415,119.0
- Accounts (total)246.0
Institutional Clients
- Government AUM28,379,150.0
- Pension AUM—
- Charitable AUM6,770.0
- HNW AUM116,029,199.0