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)289,134,384.0
- RAUM (discretionary)289,134,384.0
- Actionable assets183,590,471.0
- Accounts (total)1,417.0
Institutional Clients
- Government AUM—
- Pension AUM13,931,216.0
- Charitable AUM7,540,567.0
- HNW AUM161,201,763.0