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)384,296,399.0
- RAUM (discretionary)384,296,399.0
- Actionable assets194,716,741.0
- Accounts (total)349.0
Institutional Clients
- Government AUM—
- Pension AUM4,466,397.0
- Charitable AUM—
- HNW AUM190,250,344.0