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)326,547,081.0
- RAUM (discretionary)326,547,081.0
- Actionable assets287,217,762.0
- Accounts (total)636.0
Institutional Clients
- Government AUM—
- Pension AUM26,699,502.0
- Charitable AUM—
- HNW AUM251,511,924.0