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)231,588,720.0
- RAUM (discretionary)231,588,720.0
- Actionable assets143,903,475.0
- Accounts (total)1,289.0
Institutional Clients
- Government AUM—
- Pension AUM4,565,225.0
- Charitable AUM520,806.0
- HNW AUM138,817,444.0