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)574,323,013.0
- RAUM (discretionary)574,323,013.0
- Actionable assets550,310,965.0
- Accounts (total)197.0
Institutional Clients
- Government AUM—
- Pension AUM1,070,015.0
- Charitable AUM—
- HNW AUM549,240,950.0