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)696,128,093.0
- RAUM (discretionary)696,128,093.0
- Actionable assets665,299,179.0
- Accounts (total)871.0
Institutional Clients
- Government AUM—
- Pension AUM249,057.0
- Charitable AUM—
- HNW AUM665,050,122.0