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)327,243,548.0
- RAUM (discretionary)322,605,634.0
- Actionable assets222,976,732.0
- Accounts (total)551.0
Institutional Clients
- Government AUM—
- Pension AUM4,637,914.0
- Charitable AUM—
- HNW AUM218,338,818.0