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)340,226,200.0
- RAUM (discretionary)327,069,563.0
- Actionable assets264,778,218.0
- Accounts (total)806.0
Institutional Clients
- Government AUM—
- Pension AUM27,337,795.0
- Charitable AUM—
- HNW AUM237,440,423.0