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)603,233,682.0
- RAUM (discretionary)595,047,218.0
- Actionable assets603,233,682.0
- Accounts (total)51.0
Institutional Clients
- Government AUM452,884,756.0
- Pension AUM—
- Charitable AUM—
- HNW AUM42,479,550.0