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)115,310,077.0
- RAUM (discretionary)111,634,774.0
- Actionable assets88,945,698.0
- Accounts (total)416.0
Institutional Clients
- Government AUM—
- Pension AUM15,466,076.0
- Charitable AUM786,071.0
- HNW AUM72,028,044.0