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)403,025,177.0
- RAUM (discretionary)403,025,177.0
- Actionable assets312,672,169.0
- Accounts (total)1,509.0
Institutional Clients
- Government AUM—
- Pension AUM7,222,538.0
- Charitable AUM2,885,718.0
- HNW AUM280,203,796.0