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)171,057,868.0
- RAUM (discretionary)171,057,868.0
- Actionable assets93,983,786.0
- Accounts (total)536.0
Institutional Clients
- Government AUM—
- Pension AUM989,277.0
- Charitable AUM—
- HNW AUM92,994,509.0