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)363,182,937.0
- RAUM (discretionary)260,534,238.0
- Actionable assets340,698,852.0
- Accounts (total)564.0
Institutional Clients
- Government AUM—
- Pension AUM102,648,699.0
- Charitable AUM—
- HNW AUM235,301,772.0