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)607,144,932.0
- RAUM (discretionary)0.0
- Actionable assets602,304,527.0
- Accounts (total)284.0
Institutional Clients
- Government AUM—
- Pension AUM1,314,333.0
- Charitable AUM—
- HNW AUM600,982,138.0