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)293,647,777.0
- RAUM (discretionary)281,215,246.0
- Actionable assets260,656,800.0
- Accounts (total)762.0
Institutional Clients
- Government AUM—
- Pension AUM2,221,188.0
- Charitable AUM1,111,065.0
- HNW AUM257,324,547.0