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)410,029,787.0
- RAUM (discretionary)410,029,787.0
- Actionable assets320,992,199.0
- Accounts (total)1,809.0
Institutional Clients
- Government AUM—
- Pension AUM26,115,576.0
- Charitable AUM890,449.0
- HNW AUM293,986,174.0