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)758,261,588.0
- RAUM (discretionary)758,261,588.0
- Actionable assets728,531,877.0
- Accounts (total)850.0
Institutional Clients
- Government AUM—
- Pension AUM30,974,084.0
- Charitable AUM3,952,368.0
- HNW AUM693,605,425.0