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)268,835,841.0
- RAUM (discretionary)268,835,841.0
- Actionable assets239,998,868.0
- Accounts (total)1,066.0
Institutional Clients
- Government AUM—
- Pension AUM659,606.0
- Charitable AUM738,907.0
- HNW AUM228,578,623.0