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)344,435,070.0
- RAUM (discretionary)344,435,070.0
- Actionable assets222,027,901.0
- Accounts (total)406.0
Institutional Clients
- Government AUM—
- Pension AUM4,251,653.0
- Charitable AUM1,473,092.0
- HNW AUM216,303,156.0