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)259,793,557.0
- RAUM (discretionary)259,793,557.0
- Actionable assets76,098,715.0
- Accounts (total)2,579.0
Institutional Clients
- Government AUM—
- Pension AUM9,558,075.0
- Charitable AUM—
- HNW AUM63,351,048.0