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)344,596,274.0
- RAUM (discretionary)338,652,033.0
- Actionable assets189,877,004.0
- Accounts (total)1,706.0
Institutional Clients
- Government AUM—
- Pension AUM33,406,983.0
- Charitable AUM2,137,167.0
- HNW AUM151,084,465.0