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)372,082,912.0
- RAUM (discretionary)372,082,912.0
- Actionable assets325,431,020.0
- Accounts (total)367.0
Institutional Clients
- Government AUM—
- Pension AUM7,921,270.0
- Charitable AUM—
- HNW AUM204,580,229.0