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)227,632,425.0
- RAUM (discretionary)220,857,177.0
- Actionable assets183,094,279.0
- Accounts (total)600.0
Institutional Clients
- Government AUM—
- Pension AUM742,118.0
- Charitable AUM4,146,129.0
- HNW AUM171,430,784.0