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)170,961,541.0
- RAUM (discretionary)170,961,541.0
- Actionable assets143,509,625.0
- Accounts (total)189.0
Institutional Clients
- Government AUM—
- Pension AUM4,139,791.0
- Charitable AUM271,239.0
- HNW AUM138,297,702.0