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)178,352,519.0
- RAUM (discretionary)176,688,601.0
- Actionable assets137,916,632.0
- Accounts (total)295.0
Institutional Clients
- Government AUM—
- Pension AUM1,663,918.0
- Charitable AUM1,561,371.0
- HNW AUM114,158,987.0