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)276,837,194.0
- RAUM (discretionary)276,837,194.0
- Actionable assets205,153,106.0
- Accounts (total)823.0
Institutional Clients
- Government AUM—
- Pension AUM2,202,318.0
- Charitable AUM—
- HNW AUM200,864,864.0