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)413,314,010.0
- RAUM (discretionary)374,284,008.0
- Actionable assets354,933,508.0
- Accounts (total)1,103.0
Institutional Clients
- Government AUM—
- Pension AUM9,578,403.0
- Charitable AUM—
- HNW AUM343,709,473.0