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)427,426,118.0
- RAUM (discretionary)427,426,118.0
- Actionable assets345,416,397.0
- Accounts (total)1,744.0
Institutional Clients
- Government AUM—
- Pension AUM3,724,475.0
- Charitable AUM564,547.0
- HNW AUM340,157,477.0