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)542,198,478.0
- RAUM (discretionary)542,198,478.0
- Actionable assets538,118,945.0
- Accounts (total)790.0
Institutional Clients
- Government AUM—
- Pension AUM1,491,828.0
- Charitable AUM—
- HNW AUM536,613,149.0