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)253,177,785.0
- RAUM (discretionary)236,523,782.0
- Actionable assets149,848,655.0
- Accounts (total)804.0
Institutional Clients
- Government AUM—
- Pension AUM16,654,003.0
- Charitable AUM1,016,568.0
- HNW AUM131,501,479.0