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)256,777,103.0
- RAUM (discretionary)256,777,103.0
- Actionable assets212,062,103.0
- Accounts (total)609.0
Institutional Clients
- Government AUM—
- Pension AUM621,196.0
- Charitable AUM237,708.0
- HNW AUM211,203,199.0