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)295,347,602.0
- RAUM (discretionary)290,555,081.0
- Actionable assets156,805,925.0
- Accounts (total)2,651.0
Institutional Clients
- Government AUM—
- Pension AUM2,258,051.0
- Charitable AUM5,054,596.0
- HNW AUM146,625,224.0