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)393,199,523.0
- RAUM (discretionary)390,584,668.0
- Actionable assets393,199,523.0
- Accounts (total)42.0
Institutional Clients
- Government AUM270,163,995.0
- Pension AUM—
- Charitable AUM45,042,481.0
- HNW AUM29,814,975.0