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)375,659,897.0
- RAUM (discretionary)335,092,709.0
- Actionable assets106,225,616.0
- Accounts (total)1,712.0
Institutional Clients
- Government AUM—
- Pension AUM6,023,318.0
- Charitable AUM2,078,707.0
- HNW AUM98,123,591.0