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)193,032,805.0
- RAUM (discretionary)159,148,319.0
- Actionable assets171,237,077.0
- Accounts (total)638.0
Institutional Clients
- Government AUM33,884,486.0
- Pension AUM11,095,215.0
- Charitable AUM45,473.0
- HNW AUM118,963,513.0