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)281,916,345.0
- RAUM (discretionary)281,916,345.0
- Actionable assets244,442,837.0
- Accounts (total)206.0
Institutional Clients
- Government AUM—
- Pension AUM10,634,968.0
- Charitable AUM—
- HNW AUM230,497,063.0