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)346,617,660.0
- RAUM (discretionary)346,617,660.0
- Actionable assets265,127,794.0
- Accounts (total)1,146.0
Institutional Clients
- Government AUM—
- Pension AUM4,685,829.0
- Charitable AUM428,716.0
- HNW AUM256,171,492.0