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)366,783,137.0
- RAUM (discretionary)315,840,767.0
- Actionable assets342,148,571.0
- Accounts (total)557.0
Institutional Clients
- Government AUM—
- Pension AUM31,931,998.0
- Charitable AUM—
- HNW AUM310,216,573.0