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)234,447,352.0
- RAUM (discretionary)234,447,352.0
- Actionable assets224,737,250.0
- Accounts (total)126.0
Institutional Clients
- Government AUM—
- Pension AUM47,633,475.0
- Charitable AUM27,196,624.0
- HNW AUM149,907,151.0