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)400,836,312.0
- RAUM (discretionary)400,836,312.0
- Actionable assets362,371,319.0
- Accounts (total)381.0
Institutional Clients
- Government AUM—
- Pension AUM8,300,457.0
- Charitable AUM1,923,766.0
- HNW AUM349,749,336.0