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)435,735,676.0
- RAUM (discretionary)435,105,492.0
- Actionable assets273,164,959.0
- Accounts (total)2,213.0
Institutional Clients
- Government AUM—
- Pension AUM630,183.0
- Charitable AUM—
- HNW AUM272,534,776.0