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)639,367,416.0
- RAUM (discretionary)639,367,416.0
- Actionable assets613,260,249.0
- Accounts (total)598.0
Institutional Clients
- Government AUM—
- Pension AUM2,415,377.0
- Charitable AUM5,364,476.0
- HNW AUM603,405,108.0