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)367,281,893.0
- RAUM (discretionary)367,281,893.0
- Actionable assets310,064,877.0
- Accounts (total)2,258.0
Institutional Clients
- Government AUM—
- Pension AUM57,060,862.0
- Charitable AUM—
- HNW AUM247,897,282.0