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)361,004,534.0
- RAUM (discretionary)361,004,534.0
- Actionable assets322,165,917.0
- Accounts (total)1,037.0
Institutional Clients
- Government AUM—
- Pension AUM225,577,025.0
- Charitable AUM—
- HNW AUM95,402,327.0