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)476,439,495.0
- RAUM (discretionary)476,439,495.0
- Actionable assets447,115,945.0
- Accounts (total)365.0
Institutional Clients
- Government AUM—
- Pension AUM28,505,171.0
- Charitable AUM107,806,310.0
- HNW AUM300,533,384.0