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)501,433,225.0
- RAUM (discretionary)501,433,225.0
- Actionable assets422,443,917.0
- Accounts (total)1,021.0
Institutional Clients
- Government AUM—
- Pension AUM7,907,836.0
- Charitable AUM3,372,500.0
- HNW AUM384,981,552.0