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)523,058,797.0
- RAUM (discretionary)523,058,797.0
- Actionable assets523,058,797.0
- Accounts (total)64.0
Institutional Clients
- Government AUM—
- Pension AUM2,140,834.0
- Charitable AUM17,996,236.0
- HNW AUM502,921,727.0