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)348,161,272.0
- RAUM (discretionary)347,155,965.0
- Actionable assets325,233,930.0
- Accounts (total)694.0
Institutional Clients
- Government AUM—
- Pension AUM8,501,812.0
- Charitable AUM—
- HNW AUM316,732,118.0