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)297,138,659.0
- RAUM (discretionary)297,138,659.0
- Actionable assets261,482,020.0
- Accounts (total)1,047.0
Institutional Clients
- Government AUM—
- Pension AUM827,841.0
- Charitable AUM—
- HNW AUM260,654,179.0