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)443,927,992.0
- RAUM (discretionary)443,927,992.0
- Actionable assets421,887,032.0
- Accounts (total)403.0
Institutional Clients
- Government AUM—
- Pension AUM3,752,508.0
- Charitable AUM—
- HNW AUM418,134,524.0