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)388,582,315.0
- RAUM (discretionary)388,582,315.0
- Actionable assets365,117,191.0
- Accounts (total)203.0
Institutional Clients
- Government AUM—
- Pension AUM119,254.0
- Charitable AUM71,953,925.0
- HNW AUM291,727,373.0