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)267,821,668.0
- RAUM (discretionary)267,821,668.0
- Actionable assets224,064,959.0
- Accounts (total)761.0
Institutional Clients
- Government AUM—
- Pension AUM1,722,546.0
- Charitable AUM—
- HNW AUM222,342,413.0