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)484,773,497.0
- RAUM (discretionary)484,773,497.0
- Actionable assets483,508,285.0
- Accounts (total)198.0
Institutional Clients
- Government AUM—
- Pension AUM2,266,209.0
- Charitable AUM139,175,518.0
- HNW AUM342,026,074.0