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)343,465,487.0
- RAUM (discretionary)222,644,129.0
- Actionable assets202,103,400.0
- Accounts (total)1,958.0
Institutional Clients
- Government AUM—
- Pension AUM16,840,475.0
- Charitable AUM450,249.0
- HNW AUM181,564,505.0