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)258,302,731.0
- RAUM (discretionary)253,704,047.0
- Actionable assets231,740,534.0
- Accounts (total)363.0
Institutional Clients
- Government AUM—
- Pension AUM2,447,396.0
- Charitable AUM9,315,082.0
- HNW AUM219,941,961.0