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)333,738,881.0
- RAUM (discretionary)333,738,881.0
- Actionable assets204,364,055.0
- Accounts (total)1,806.0
Institutional Clients
- Government AUM—
- Pension AUM177,436.0
- Charitable AUM1,044,498.0
- HNW AUM200,185,878.0