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)180,465,357.0
- RAUM (discretionary)0.0
- Actionable assets157,783,619.0
- Accounts (total)391.0
Institutional Clients
- Government AUM—
- Pension AUM21,476,643.0
- Charitable AUM—
- HNW AUM136,306,976.0