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)180,837,833.0
- RAUM (discretionary)180,312,833.0
- Actionable assets23,152,623.0
- Accounts (total)744.0
Institutional Clients
- Government AUM—
- Pension AUM17,264,363.0
- Charitable AUM4,631,032.0
- HNW AUM—