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)292,909,874.0
- RAUM (discretionary)292,909,874.0
- Actionable assets237,456,086.0
- Accounts (total)636.0
Institutional Clients
- Government AUM10,018,281.0
- Pension AUM—
- Charitable AUM23,972,175.0
- HNW AUM203,465,630.0