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)385,162,277.0
- RAUM (discretionary)354,353,966.0
- Actionable assets306,638,470.0
- Accounts (total)964.0
Institutional Clients
- Government AUM—
- Pension AUM19,926,034.0
- Charitable AUM3,875,634.0
- HNW AUM282,836,802.0