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)425,718,539.0
- RAUM (discretionary)425,718,539.0
- Actionable assets304,800,146.0
- Accounts (total)816.0
Institutional Clients
- Government AUM—
- Pension AUM1,616,802.0
- Charitable AUM2,869,740.0
- HNW AUM281,118,792.0