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)635,720,897.0
- RAUM (discretionary)635,720,897.0
- Actionable assets635,720,897.0
- Accounts (total)11.0
Institutional Clients
- Government AUM—
- Pension AUM498,895,521.0
- Charitable AUM125,591,448.0
- HNW AUM11,233,928.0