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)453,528,157.0
- RAUM (discretionary)450,440,989.0
- Actionable assets412,624,086.0
- Accounts (total)937.0
Institutional Clients
- Government AUM—
- Pension AUM7,802,308.0
- Charitable AUM90,787,302.0
- HNW AUM311,069,475.0