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)376,120,761.0
- RAUM (discretionary)358,582,000.0
- Actionable assets322,935,610.0
- Accounts (total)1,118.0
Institutional Clients
- Government AUM—
- Pension AUM111,691,633.0
- Charitable AUM—
- HNW AUM211,243,977.0