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)360,606,482.0
- RAUM (discretionary)0.0
- Actionable assets282,690,613.0
- Accounts (total)486.0
Institutional Clients
- Government AUM22,709,651.0
- Pension AUM777,957.0
- Charitable AUM37,887.0
- HNW AUM103,624,178.0