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)119,123,630.0
- RAUM (discretionary)119,123,630.0
- Actionable assets98,753,340.0
- Accounts (total)309.0
Institutional Clients
- Government AUM—
- Pension AUM311,950.0
- Charitable AUM4,567,020.0
- HNW AUM93,874,370.0