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)316,059,892.0
- RAUM (discretionary)183,701,278.0
- Actionable assets296,539,920.0
- Accounts (total)423.0
Institutional Clients
- Government AUM—
- Pension AUM3,079,751.0
- Charitable AUM1,855,566.0
- HNW AUM289,526,975.0