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)305,336,158.0
- RAUM (discretionary)305,336,158.0
- Actionable assets253,944,070.0
- Accounts (total)655.0
Institutional Clients
- Government AUM—
- Pension AUM3,501,628.0
- Charitable AUM989,574.0
- HNW AUM239,960,340.0