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)181,584,556.0
- RAUM (discretionary)181,584,556.0
- Actionable assets176,092,160.0
- Accounts (total)247.0
Institutional Clients
- Government AUM—
- Pension AUM8,939,802.0
- Charitable AUM7,285,345.0
- HNW AUM57,302,754.0