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)391,909,827.0
- RAUM (discretionary)391,909,827.0
- Actionable assets343,543,803.0
- Accounts (total)243.0
Institutional Clients
- Government AUM—
- Pension AUM6,180,708.0
- Charitable AUM79,450,856.0
- HNW AUM257,912,239.0