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)375,002,796.0
- RAUM (discretionary)369,900,794.0
- Actionable assets337,990,813.0
- Accounts (total)324.0
Institutional Clients
- Government AUM—
- Pension AUM5,102,003.0
- Charitable AUM1,311,287.0
- HNW AUM327,580,186.0