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)252,909,500.0
- RAUM (discretionary)252,909,500.0
- Actionable assets207,244,559.0
- Accounts (total)671.0
Institutional Clients
- Government AUM6,236,541.0
- Pension AUM4,657,774.0
- Charitable AUM7,148,245.0
- HNW AUM189,072,884.0