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)358,866,365.0
- RAUM (discretionary)358,866,365.0
- Actionable assets194,753,737.0
- Accounts (total)1,202.0
Institutional Clients
- Government AUM—
- Pension AUM1,582,637.0
- Charitable AUM28,892.0
- HNW AUM193,142,208.0