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)895,627,639.0
- RAUM (discretionary)895,627,639.0
- Actionable assets715,474,118.0
- Accounts (total)494.0
Institutional Clients
- Government AUM—
- Pension AUM15,749,506.0
- Charitable AUM15,059,462.0
- HNW AUM175,736,674.0