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)235,338,632.0
- RAUM (discretionary)222,535,768.0
- Actionable assets181,596,506.0
- Accounts (total)1,161.0
Institutional Clients
- Government AUM—
- Pension AUM12,802,864.0
- Charitable AUM—
- HNW AUM168,793,642.0