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)286,152,291.0
- RAUM (discretionary)286,152,291.0
- Actionable assets158,055,773.0
- Accounts (total)1,432.0
Institutional Clients
- Government AUM—
- Pension AUM75,559,932.0
- Charitable AUM2,265,615.0
- HNW AUM73,295,183.0