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)228,789,377.0
- RAUM (discretionary)228,789,377.0
- Actionable assets178,840,886.0
- Accounts (total)963.0
Institutional Clients
- Government AUM—
- Pension AUM32,762,764.0
- Charitable AUM—
- HNW AUM144,057,875.0