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)331,823,464.0
- RAUM (discretionary)329,261,416.0
- Actionable assets177,230,735.0
- Accounts (total)1,678.0
Institutional Clients
- Government AUM—
- Pension AUM6,877,190.0
- Charitable AUM12,883.0
- HNW AUM170,340,662.0