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)299,628,830.0
- RAUM (discretionary)222,537,695.0
- Actionable assets268,440,928.0
- Accounts (total)462.0
Institutional Clients
- Government AUM—
- Pension AUM218,904,015.0
- Charitable AUM—
- HNW AUM49,536,913.0