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)212,324,332.0
- RAUM (discretionary)212,324,332.0
- Actionable assets89,102,427.0
- Accounts (total)1,025.0
Institutional Clients
- Government AUM53,604,489.0
- Pension AUM20,166,577.0
- Charitable AUM1,602,509.0
- HNW AUM13,728,852.0