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)352,323,031.0
- RAUM (discretionary)352,323,031.0
- Actionable assets178,520,202.0
- Accounts (total)1,082.0
Institutional Clients
- Government AUM—
- Pension AUM2,797,245.0
- Charitable AUM10,590,562.0
- HNW AUM164,417,702.0