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)483,610,179.0
- RAUM (discretionary)483,610,179.0
- Actionable assets450,698,960.0
- Accounts (total)676.0
Institutional Clients
- Government AUM—
- Pension AUM8,494,107.0
- Charitable AUM—
- HNW AUM442,204,853.0