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)129,696,230.0
- RAUM (discretionary)129,696,230.0
- Actionable assets71,109,229.0
- Accounts (total)497.0
Institutional Clients
- Government AUM—
- Pension AUM5,303,527.0
- Charitable AUM—
- HNW AUM65,223,322.0