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)326,094,740.0
- RAUM (discretionary)0.0
- Actionable assets253,197,392.0
- Accounts (total)836.0
Institutional Clients
- Government AUM—
- Pension AUM99,475,871.0
- Charitable AUM—
- HNW AUM140,906,421.0