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)104,665,533.0
- RAUM (discretionary)104,665,533.0
- Actionable assets96,119,668.0
- Accounts (total)123.0
Institutional Clients
- Government AUM—
- Pension AUM1,809,543.0
- Charitable AUM—
- HNW AUM88,109,551.0