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)244,208,652.0
- RAUM (discretionary)244,208,652.0
- Actionable assets223,541,199.0
- Accounts (total)560.0
Institutional Clients
- Government AUM—
- Pension AUM10,225,442.0
- Charitable AUM3,168,453.0
- HNW AUM210,147,304.0