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)849,081,929.0
- RAUM (discretionary)849,081,929.0
- Actionable assets817,638,876.0
- Accounts (total)269.0
Institutional Clients
- Government AUM—
- Pension AUM5,209,044.0
- Charitable AUM27,161,815.0
- HNW AUM174,856,825.0