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)470,591,159.0
- RAUM (discretionary)470,591,159.0
- Actionable assets426,270,247.0
- Accounts (total)564.0
Institutional Clients
- Government AUM—
- Pension AUM28,632,231.0
- Charitable AUM54,520,529.0
- HNW AUM341,821,558.0