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)472,091,300.0
- RAUM (discretionary)472,091,300.0
- Actionable assets272,789,966.0
- Accounts (total)2,273.0
Institutional Clients
- Government AUM—
- Pension AUM8,139,609.0
- Charitable AUM—
- HNW AUM255,344,981.0