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)554,283,162.0
- RAUM (discretionary)554,283,162.0
- Actionable assets497,543,988.0
- Accounts (total)620.0
Institutional Clients
- Government AUM—
- Pension AUM497,543,988.0
- Charitable AUM—
- HNW AUM—