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)327,937,701.0
- RAUM (discretionary)179,895,599.0
- Actionable assets161,461,503.0
- Accounts (total)1,091.0
Institutional Clients
- Government AUM—
- Pension AUM6,709,000.0
- Charitable AUM1,250,000.0
- HNW AUM153,502,503.0