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)681,412,925.0
- RAUM (discretionary)681,412,925.0
- Actionable assets464,772,608.0
- Accounts (total)1,104.0
Institutional Clients
- Government AUM—
- Pension AUM19,405,000.0
- Charitable AUM—
- HNW AUM411,893,608.0