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)383,040,142.0
- RAUM (discretionary)383,040,142.0
- Actionable assets363,737,832.0
- Accounts (total)360.0
Institutional Clients
- Government AUM318,743.0
- Pension AUM—
- Charitable AUM1,871,595.0
- HNW AUM272,768,631.0