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)518,345,692.0
- RAUM (discretionary)518,345,692.0
- Actionable assets357,654,532.0
- Accounts (total)1,631.0
Institutional Clients
- Government AUM—
- Pension AUM9,122,422.0
- Charitable AUM—
- HNW AUM343,021,780.0