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)278,977,971.0
- RAUM (discretionary)278,977,971.0
- Actionable assets277,281,083.0
- Accounts (total)520.0
Institutional Clients
- Government AUM—
- Pension AUM7,591,795.0
- Charitable AUM—
- HNW AUM265,859,306.0