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)279,664,257.0
- RAUM (discretionary)279,664,257.0
- Actionable assets128,835,766.0
- Accounts (total)1,877.0
Institutional Clients
- Government AUM—
- Pension AUM11,925,486.0
- Charitable AUM—
- HNW AUM116,910,280.0