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)319,586,525.0
- RAUM (discretionary)319,586,525.0
- Actionable assets194,796,610.0
- Accounts (total)486.0
Institutional Clients
- Government AUM—
- Pension AUM115,113,997.0
- Charitable AUM2,992,303.0
- HNW AUM59,484,357.0