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)218,036,541.0
- RAUM (discretionary)188,293,217.0
- Actionable assets210,315,513.0
- Accounts (total)1,204.0
Institutional Clients
- Government AUM—
- Pension AUM32,510,334.0
- Charitable AUM—
- HNW AUM177,805,179.0