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)434,765,478.0
- RAUM (discretionary)434,765,478.0
- Actionable assets337,098,631.0
- Accounts (total)976.0
Institutional Clients
- Government AUM—
- Pension AUM8,251,708.0
- Charitable AUM12,836,865.0
- HNW AUM315,951,659.0