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)367,750,871.0
- RAUM (discretionary)326,068,712.0
- Actionable assets197,601,785.0
- Accounts (total)1,620.0
Institutional Clients
- Government AUM417,715.0
- Pension AUM7,830,595.0
- Charitable AUM0.0
- HNW AUM189,353,475.0