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)357,721,560.0
- RAUM (discretionary)275,480,677.0
- Actionable assets345,533,389.0
- Accounts (total)599.0
Institutional Clients
- Government AUM—
- Pension AUM21,447,267.0
- Charitable AUM536,205.0
- HNW AUM296,621,568.0