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)185,905,738.0
- RAUM (discretionary)185,905,738.0
- Actionable assets128,312,181.0
- Accounts (total)540.0
Institutional Clients
- Government AUM—
- Pension AUM1,174,080.0
- Charitable AUM—
- HNW AUM127,138,101.0