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)275,517,080.0
- RAUM (discretionary)275,517,080.0
- Actionable assets259,403,335.0
- Accounts (total)260.0
Institutional Clients
- Government AUM—
- Pension AUM7,341,454.0
- Charitable AUM1,596,935.0
- HNW AUM250,464,946.0