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)320,956,754.0
- RAUM (discretionary)320,956,754.0
- Actionable assets235,886,011.0
- Accounts (total)884.0
Institutional Clients
- Government AUM—
- Pension AUM9,770,291.0
- Charitable AUM—
- HNW AUM226,111,912.0