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)927,332,469.0
- RAUM (discretionary)927,332,469.0
- Actionable assets909,261,274.0
- Accounts (total)1,133.0
Institutional Clients
- Government AUM—
- Pension AUM1,860,266.0
- Charitable AUM—
- HNW AUM907,401,008.0