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)274,915,294.0
- RAUM (discretionary)253,889,727.0
- Actionable assets166,177,578.0
- Accounts (total)1,269.0
Institutional Clients
- Government AUM—
- Pension AUM21,025,567.0
- Charitable AUM4,292,344.0
- HNW AUM136,770,660.0