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)91,455,641.0
- RAUM (discretionary)91,455,641.0
- Actionable assets69,407,775.0
- Accounts (total)296.0
Institutional Clients
- Government AUM—
- Pension AUM9,936,680.0
- Charitable AUM366,973.0
- HNW AUM46,320,532.0