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)242,311,826.0
- RAUM (discretionary)242,311,826.0
- Actionable assets239,229,475.0
- Accounts (total)57.0
Institutional Clients
- Government AUM187,611,544.0
- Pension AUM—
- Charitable AUM44,383,959.0
- HNW AUM2,508,517.0