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)468,041,527.0
- RAUM (discretionary)459,626,445.0
- Actionable assets453,219,753.0
- Accounts (total)12.0
Institutional Clients
- Government AUM408,081,746.0
- Pension AUM36,722,925.0
- Charitable AUM0.0
- HNW AUM8,415,082.0