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)314,070,699.0
- RAUM (discretionary)313,316,969.0
- Actionable assets301,632,974.0
- Accounts (total)556.0
Institutional Clients
- Government AUM—
- Pension AUM720,000.0
- Charitable AUM—
- HNW AUM300,912,974.0