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)389,225,441.0
- RAUM (discretionary)376,185,930.0
- Actionable assets242,179,959.0
- Accounts (total)1,304.0
Institutional Clients
- Government AUM—
- Pension AUM219,007.0
- Charitable AUM—
- HNW AUM241,960,952.0