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)364,118,989.0
- RAUM (discretionary)364,118,989.0
- Actionable assets133,313,084.0
- Accounts (total)1,119.0
Institutional Clients
- Government AUM—
- Pension AUM149,099.0
- Charitable AUM4,933,929.0
- HNW AUM120,731,181.0