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)243,008,045.0
- RAUM (discretionary)240,535,330.0
- Actionable assets206,003,608.0
- Accounts (total)875.0
Institutional Clients
- Government AUM—
- Pension AUM3,358,366.0
- Charitable AUM—
- HNW AUM202,645,242.0