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)557,747,690.0
- RAUM (discretionary)557,747,690.0
- Actionable assets439,097,403.0
- Accounts (total)1,610.0
Institutional Clients
- Government AUM—
- Pension AUM22,545,063.0
- Charitable AUM1,505,436.0
- HNW AUM414,136,185.0