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)385,398,261.0
- RAUM (discretionary)385,398,261.0
- Actionable assets346,888,963.0
- Accounts (total)606.0
Institutional Clients
- Government AUM—
- Pension AUM3,214,645.0
- Charitable AUM44,205,663.0
- HNW AUM299,468,655.0