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)346,789,913.0
- RAUM (discretionary)346,789,913.0
- Actionable assets291,040,523.0
- Accounts (total)1,274.0
Institutional Clients
- Government AUM—
- Pension AUM1,158,412.0
- Charitable AUM403,820.0
- HNW AUM246,140,881.0