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)221,615,927.0
- RAUM (discretionary)219,762,513.0
- Actionable assets203,906,251.0
- Accounts (total)526.0
Institutional Clients
- Government AUM—
- Pension AUM2,133,229.0
- Charitable AUM2,313,761.0
- HNW AUM199,011,136.0