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)467,303,622.0
- RAUM (discretionary)467,303,622.0
- Actionable assets343,638,244.0
- Accounts (total)859.0
Institutional Clients
- Government AUM—
- Pension AUM10,110,311.0
- Charitable AUM40,000,358.0
- HNW AUM260,256,889.0