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)442,844,998.0
- RAUM (discretionary)442,844,998.0
- Actionable assets271,357,460.0
- Accounts (total)1,690.0
Institutional Clients
- Government AUM—
- Pension AUM4,254,615.0
- Charitable AUM452,303.0
- HNW AUM266,064,077.0