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)266,536,914.0
- RAUM (discretionary)266,292,154.0
- Actionable assets128,241,825.0
- Accounts (total)1,195.0
Institutional Clients
- Government AUM1,949,105.0
- Pension AUM0.0
- Charitable AUM0.0
- HNW AUM115,171,732.0