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)252,392,860.0
- RAUM (discretionary)252,392,860.0
- Actionable assets252,392,860.0
- Accounts (total)262.0
Institutional Clients
- Government AUM—
- Pension AUM7,344,630.0
- Charitable AUM—
- HNW AUM245,048,230.0