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)397,079,061.0
- RAUM (discretionary)397,079,061.0
- Actionable assets256,635,964.0
- Accounts (total)1,930.0
Institutional Clients
- Government AUM—
- Pension AUM438,389.0
- Charitable AUM3,178,260.0
- HNW AUM247,401,102.0