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)387,048,545.0
- RAUM (discretionary)387,048,545.0
- Actionable assets355,265,009.0
- Accounts (total)208.0
Institutional Clients
- Government AUM—
- Pension AUM11,192,255.0
- Charitable AUM18,874,645.0
- HNW AUM325,198,109.0