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)345,160,020.0
- RAUM (discretionary)345,160,020.0
- Actionable assets313,077,975.0
- Accounts (total)717.0
Institutional Clients
- Government AUM—
- Pension AUM6,675,246.0
- Charitable AUM324,628.0
- HNW AUM302,927,207.0