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)339,913,005.0
- RAUM (discretionary)339,913,005.0
- Actionable assets337,580,386.0
- Accounts (total)300.0
Institutional Clients
- Government AUM—
- Pension AUM3,549,145.0
- Charitable AUM15,212,587.0
- HNW AUM203,684,590.0