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)273,227,968.0
- RAUM (discretionary)256,822,997.0
- Actionable assets248,979,542.0
- Accounts (total)960.0
Institutional Clients
- Government AUM—
- Pension AUM48,105,651.0
- Charitable AUM4,434,546.0
- HNW AUM196,439,345.0