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)130,890,017.0
- RAUM (discretionary)0.0
- Actionable assets12,107,966.0
- Accounts (total)449.0
Institutional Clients
- Government AUM—
- Pension AUM270,940.0
- Charitable AUM358,545.0
- HNW AUM10,619,313.0