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)362,053,267.0
- RAUM (discretionary)362,053,267.0
- Actionable assets297,967,990.0
- Accounts (total)743.0
Institutional Clients
- Government AUM—
- Pension AUM3,625,503.0
- Charitable AUM—
- HNW AUM294,342,487.0