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)688,121,996.0
- RAUM (discretionary)687,621,996.0
- Actionable assets384,527,365.0
- Accounts (total)2,524.0
Institutional Clients
- Government AUM—
- Pension AUM500,000.0
- Charitable AUM—
- HNW AUM378,631,627.0