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)453,096,614.0
- RAUM (discretionary)453,096,614.0
- Actionable assets347,558,040.0
- Accounts (total)1,203.0
Institutional Clients
- Government AUM—
- Pension AUM5,082,036.0
- Charitable AUM345,477.0
- HNW AUM332,687,402.0