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)369,018,994.0
- RAUM (discretionary)369,018,994.0
- Actionable assets278,218,056.0
- Accounts (total)1,157.0
Institutional Clients
- Government AUM—
- Pension AUM4,576,947.0
- Charitable AUM11,915,907.0
- HNW AUM261,725,202.0