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)359,307,704.0
- RAUM (discretionary)359,307,704.0
- Actionable assets338,598,898.0
- Accounts (total)404.0
Institutional Clients
- Government AUM—
- Pension AUM2,412,337.0
- Charitable AUM22,128,895.0
- HNW AUM302,966,514.0