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)610,160,466.0
- RAUM (discretionary)610,160,466.0
- Actionable assets536,888,513.0
- Accounts (total)124.0
Institutional Clients
- Government AUM178,616,358.0
- Pension AUM4,798,892.0
- Charitable AUM70,918,367.0
- HNW AUM105,444,241.0