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)378,295,537.0
- RAUM (discretionary)350,745,872.0
- Actionable assets319,090,735.0
- Accounts (total)892.0
Institutional Clients
- Government AUM—
- Pension AUM27,549,665.0
- Charitable AUM82,013,363.0
- HNW AUM206,874,328.0