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)338,329,107.0
- RAUM (discretionary)338,091,989.0
- Actionable assets322,006,023.0
- Accounts (total)187.0
Institutional Clients
- Government AUM—
- Pension AUM18,971,878.0
- Charitable AUM—
- HNW AUM219,575,663.0