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)427,998,961.0
- RAUM (discretionary)427,998,961.0
- Actionable assets383,061,510.0
- Accounts (total)759.0
Institutional Clients
- Government AUM—
- Pension AUM46,110,343.0
- Charitable AUM1,337,995.0
- HNW AUM330,632,154.0