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)647,652,930.0
- RAUM (discretionary)647,652,930.0
- Actionable assets511,735,878.0
- Accounts (total)1,461.0
Institutional Clients
- Government AUM—
- Pension AUM40,290,012.0
- Charitable AUM—
- HNW AUM400,192,100.0