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)163,962,199.0
- RAUM (discretionary)163,962,199.0
- Actionable assets147,746,657.0
- Accounts (total)411.0
Institutional Clients
- Government AUM—
- Pension AUM3,183,219.0
- Charitable AUM594,434.0
- HNW AUM143,969,004.0