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)216,756,101.0
- RAUM (discretionary)216,756,101.0
- Actionable assets134,003,336.0
- Accounts (total)740.0
Institutional Clients
- Government AUM—
- Pension AUM6,776,965.0
- Charitable AUM—
- HNW AUM117,682,411.0