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)127,221,812.0
- RAUM (discretionary)127,221,812.0
- Actionable assets113,663,927.0
- Accounts (total)145.0
Institutional Clients
- Government AUM—
- Pension AUM4,778,869.0
- Charitable AUM6,487,067.0
- HNW AUM89,845,489.0