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)300,542,390.0
- RAUM (discretionary)300,542,390.0
- Actionable assets239,586,508.0
- Accounts (total)658.0
Institutional Clients
- Government AUM—
- Pension AUM4,328,398.0
- Charitable AUM2,546,230.0
- HNW AUM230,640,670.0