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)331,209,249.0
- RAUM (discretionary)293,718,595.0
- Actionable assets306,365,057.0
- Accounts (total)880.0
Institutional Clients
- Government AUM—
- Pension AUM38,562,205.0
- Charitable AUM0.0
- HNW AUM265,834,470.0