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)169,141,355.0
- RAUM (discretionary)169,141,355.0
- Actionable assets123,438,659.0
- Accounts (total)615.0
Institutional Clients
- Government AUM—
- Pension AUM7,550,644.0
- Charitable AUM718,488.0
- HNW AUM115,169,527.0